Skip to content
Disclosery

Polaris Wealth Advisory Group, LLC: XHLF position timeline

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

Polaris Wealth Advisory Group, LLC held 23,232 XHLF 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 23,232 shares
    Change vs previous 13F -4,838 shares

    0.09% of the 13F portfolio, value $1,167,853.

    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 28,070 shares
    Change vs previous 13F +3,437 shares

    0.11% of the 13F portfolio, value $1,409,816.

    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 24,633 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,239,515.

    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).