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Polaris Wealth Advisory Group, LLC: WMT position timeline

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

Polaris Wealth Advisory Group, LLC held 148,133 WMT 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 148,133 shares
    Change vs previous 13F -87,476 shares

    1.8% of the 13F portfolio, value $23,690,983.

    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 235,609 shares
    Change vs previous 13F -5,426 shares

    2.81% of the 13F portfolio, value $37,033,019.

    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 241,035 shares
    Change vs previous 13F -16,545 shares

    2.62% of the 13F portfolio, value $35,540,559.

    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 257,580 shares
    Change vs previous 13F -11,098 shares

    2.8% of the 13F portfolio, value $37,640,156.

    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 268,678 shares
    Change vs previous 13F +1,949 shares

    2.89% of the 13F portfolio, value $34,745,000.

    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 266,729 shares
    Change vs previous 13F +32,923 shares

    2.59% of the 13F portfolio, value $32,429,000.

    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 233,806 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $36,600,000.

    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).