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Polaris Wealth Advisory Group, LLC: SCHW position timeline

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

Polaris Wealth Advisory Group, LLC held 179,411 SCHW 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 179,411 shares
    Change vs previous 13F -265,317 shares

    0.75% of the 13F portfolio, value $9,849,674.

    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 444,728 shares
    Change vs previous 13F +97,917 shares

    1.91% of the 13F portfolio, value $25,207,201.

    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 346,811 shares
    Change vs previous 13F +115,825 shares

    1.34% of the 13F portfolio, value $18,165,934.

    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 230,986 shares
    Change vs previous 13F -100,907 shares

    1.44% of the 13F portfolio, value $19,268,871.

    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 331,893 shares
    Change vs previous 13F -10,085 shares

    2.03% of the 13F portfolio, value $24,414,000.

    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 341,978 shares
    Change vs previous 13F +334,860 shares

    1.73% of the 13F portfolio, value $21,606,000.

    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 7,118 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $570,000.

    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 7,118 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $599,000.

    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).