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Polaris Wealth Advisory Group, LLC: SAN position timeline

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

Polaris Wealth Advisory Group, LLC held 860,885 SAN 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 860,885 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,236,928.

    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 ยง4.2).