Skip to content
Disclosery

Polaris Wealth Advisory Group, LLC: UNH position timeline

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

Polaris Wealth Advisory Group, LLC held 28,601 UNH 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 28,601 shares
    Change vs previous 13F -563 shares

    1.1% of the 13F portfolio, value $14,420,573.

    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 29,164 shares
    Change vs previous 13F +2,970 shares

    1.06% of the 13F portfolio, value $14,017,315.

    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 26,194 shares
    Change vs previous 13F -1,321 shares

    0.91% of the 13F portfolio, value $12,379,172.

    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 27,515 shares
    Change vs previous 13F +8,567 shares

    1.01% of the 13F portfolio, value $13,575,883.

    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 18,948 shares
    Change vs previous 13F -127 shares

    0.79% of the 13F portfolio, value $9,453,000.

    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 19,075 shares
    Change vs previous 13F +17,065 shares

    0.78% of the 13F portfolio, value $9,797,000.

    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 2,010 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,079,000.

    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).