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Polaris Wealth Advisory Group, LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on NVDA, newest first. How the timeline and the estimate are built.

Polaris Wealth Advisory Group, LLC held 18,397 NVDA shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 18,397 shares
    Change vs previous 13F +15,494 shares

    0.61% of the 13F portfolio, value $8,002,319.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-06-30
    13F 2,903 shares
    Change vs previous 13F -7,036 shares

    0.09% of the 13F portfolio, value $1,228,028.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 9,939 shares
    Change vs previous 13F -989 shares

    0.2% of the 13F portfolio, value $2,760,885.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-12-31
    13F 10,928 shares
    Change vs previous 13F +3,094 shares

    0.13% of the 13F portfolio, value $1,748,651.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 7,834 shares
    Change vs previous 13F -10,144 shares

    0.08% of the 13F portfolio, value $914,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-06-30
    13F 17,978 shares
    Change vs previous 13F -14,173 shares

    0.22% of the 13F portfolio, value $2,725,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-03-31
    13F 32,151 shares
    Change vs previous 13F -15,881 shares

    0.52% of the 13F portfolio, value $7,783,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-12-31
    13F 48,032 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $14,127,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).