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Polaris Wealth Advisory Group, LLC: WFC position timeline

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

Polaris Wealth Advisory Group, LLC held 329,710 WFC 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 329,710 shares
    Change vs previous 13F +2,148 shares

    1.03% of the 13F portfolio, value $13,471,934.

    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 327,562 shares
    Change vs previous 13F +21,842 shares

    1.06% of the 13F portfolio, value $13,980,330.

    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 305,720 shares
    Change vs previous 13F +147,017 shares

    0.84% of the 13F portfolio, value $11,427,801.

    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 158,703 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,782,966.

    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).