Skip to content
Disclosery

Polaris Wealth Advisory Group, LLC: TSLA position timeline

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

Polaris Wealth Advisory Group, LLC held 22,334 TSLA 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 22,334 shares
    Change vs previous 13F +16,211 shares

    0.43% of the 13F portfolio, value $5,588,413.

    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 6,123 shares
    Change vs previous 13F -15,034 shares

    0.12% of the 13F portfolio, value $1,602,818.

    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 21,157 shares
    Change vs previous 13F +3,725 shares

    0.32% of the 13F portfolio, value $4,389,231.

    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 17,432 shares
    Change vs previous 13F -16,613 shares

    0.16% of the 13F portfolio, value $2,147,971.

    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 34,045 shares
    Change vs previous 13F +26,701 shares

    0.63% of the 13F portfolio, value $7,591,000.

    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 7,344 shares
    Change vs previous 13F +1,483 shares

    0.4% of the 13F portfolio, value $4,946,000.

    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 5,861 shares
    Change vs previous 13F -37 shares

    0.41% of the 13F portfolio, value $6,197,000.

    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 5,898 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,233,000.

    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).