Skip to content
Disclosery

Polaris Wealth Advisory Group, LLC: TPR position timeline

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

Polaris Wealth Advisory Group, LLC held 0 TPR shares at 2023-03-31 per its 13F-HR filed 2023-05-03.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F -355,584 shares

    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).

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

  2. period ended2022-12-31
    13F 355,584 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $15,058,995.

    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).