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Polaris Wealth Advisory Group, LLC: PG position timeline

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

Polaris Wealth Advisory Group, LLC held 137,400 PG 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 137,400 shares
    Change vs previous 13F -35,610 shares

    1.52% of the 13F portfolio, value $20,041,229.

    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 173,010 shares
    Change vs previous 13F -7,395 shares

    1.99% of the 13F portfolio, value $26,252,470.

    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 180,405 shares
    Change vs previous 13F +43,174 shares

    1.98% of the 13F portfolio, value $26,824,348.

    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 137,231 shares
    Change vs previous 13F -5,102 shares

    1.54% of the 13F portfolio, value $20,675,251.

    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 142,333 shares
    Change vs previous 13F +139,433 shares

    1.47% of the 13F portfolio, value $17,615,000.

    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 2,900 shares
    Change vs previous 13F -1,266 shares

    0.03% of the 13F portfolio, value $417,000.

    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 4,166 shares
    Change vs previous 13F +1,675 shares

    0.04% of the 13F portfolio, value $662,000.

    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 2,491 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $407,000.

    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).