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Polaris Wealth Advisory Group, LLC: TMUS position timeline

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

Polaris Wealth Advisory Group, LLC held 109,009 TMUS 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 109,009 shares
    Change vs previous 13F +5,576 shares

    1.16% of the 13F portfolio, value $15,266,710.

    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 103,433 shares
    Change vs previous 13F +103,433 shares

    1.09% of the 13F portfolio, value $14,366,844.

    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 ended2022-12-31
    13F 0 shares
    Change vs previous 13F -93,511 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2022-09-30
    13F 93,511 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $12,879,000.

    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).