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Polaris Wealth Advisory Group, LLC: SPY position timeline

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

Polaris Wealth Advisory Group, LLC held 4,479 SPY 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 4,479 shares
    Change vs previous 13F +2,362 shares

    0.15% of the 13F portfolio, value $1,914,683.

    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 2,117 shares
    Change vs previous 13F -2,363 shares

    0.07% of the 13F portfolio, value $938,539.

    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 4,480 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $1,833,863.

    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 4,479 shares
    Change vs previous 13F -32 shares

    0.13% of the 13F portfolio, value $1,771,634.

    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 4,511 shares
    Change vs previous 13F -17,622 shares

    0.14% of the 13F portfolio, value $1,624,000.

    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 22,133 shares
    Change vs previous 13F +19,652 shares

    0.67% of the 13F portfolio, value $8,350,000.

    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 2,481 shares
    Change vs previous 13F -5,483 shares

    0.07% of the 13F portfolio, value $1,113,000.

    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 7,964 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,782,000.

    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).