Polaris Wealth Advisory Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
San Rafael, CA
CIK
0001582968
Alternate names
Polaris Greystone Financial Group, LLC, Polaris Wealth Advisers, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 169 1,314,265 13F-HR 10/11/2023 000154457623000006 Polaris Wealth Advisory Group, LLC
Q2 2023 138 1,318,516 13F-HR 8/7/2023 000158296823000007 Polaris Wealth Advisory Group, LLC
Q1 2023 173 1,356,098 13F-HR 5/3/2023 000158296823000005 Polaris Wealth Advisory Group, LLC
Q4 2022 173 1,342,246 13F-HR 1/19/2023 000158296823000001 Polaris Wealth Advisory Group, LLC
Q3 2022 159 1,202,030 13F-HR 10/12/2022 000158296822000002 Polaris Wealth Advisory Group, LLC
Q2 2022 134 1,250,971 13F-HR 7/12/2022 000158296822000001 Polaris Wealth Advisory Group, LLC
Q1 2022 157 1,497,359 13F-HR 4/19/2022 000110465922047179 Polaris Wealth Advisory Group, LLC
Q4 2021 173 1,741,791 13F-HR 1/26/2022 000110465922007802 Polaris Wealth Advisory Group, LLC
Q3 2021 167 1,670,919 13F-HR 10/18/2021 000110465921127089 Polaris Wealth Advisory Group, LLC
Q2 2021 170 1,683,378 13F-HR 7/22/2021 000110465921095077 Polaris Wealth Advisory Group, LLC
Q1 2021 169 1,560,177 13F-HR 4/19/2021 000110465921051492 Polaris Wealth Advisory Group, LLC
Q4 2020 177 1,339,038 13F-HR 1/25/2021 000110465921007099 Polaris Wealth Advisory Group, LLC
Q3 2020 154 1,063,712 13F-HR 10/15/2020 000110465920115249 Polaris Wealth Advisory Group, LLC
Q2 2020 145 1,264,625 13F-HR 7/13/2020 000110465920083080 Polaris Greystone Financial Group, LLC
Q1 2020 120 920,192 13F-HR 4/9/2020 000110465920044977 Polaris Greystone Financial Group, LLC
Q4 2019 152 1,498,430 13F-HR 1/29/2020 000110465920007975 Polaris Greystone Financial Group, LLC
Q3 2019 146 1,224,845 13F-HR 10/9/2019 000114420419047758 Polaris Greystone Financial Group, LLC
Q2 2019 140 1,318,988 13F-HR 7/25/2019 000114420419035983 Polaris Greystone Financial Group, LLC
Q1 2019 151 1,331,575 13F-HR 4/9/2019 000114420419018795 Polaris Greystone Financial Group, LLC
Q4 2018 143 1,063,038 13F-HR 1/17/2019 000114420419001962 Polaris Greystone Financial Group, LLC
Q3 2018 519 1,450,325 13F-HR 10/19/2018 000114420418054508 Polaris Greystone Financial Group, LLC
Q2 2018 253 1,184,062 13F-HR 7/9/2018 000114420418037668 Polaris Greystone Financial Group, LLC
Q1 2018 466 1,226,011 13F-HR 4/9/2018 000114420418019767 Polaris Greystone Financial Group, LLC
Q4 2017 143 1,218,090 13F-HR 2/13/2018 000114420418007875 Polaris Greystone Financial Group, LLC
Q3 2017 145 1,136,286 13F-HR 11/1/2017 000114420417055249 Polaris Greystone Financial Group, LLC
Q2 2017 121 878,783 13F-HR 8/9/2017 000114420417041717 Polaris Greystone Financial Group, LLC
Q1 2017 105 916,513 13F-HR 4/26/2017 000114420417022052 Polaris Greystone Financial Group, LLC
Q4 2016 114 862,984 13F-HR 1/19/2017 000114420417002785 Polaris Greystone Financial Group, LLC
Q3 2016 109 836,988 13F-HR 11/2/2016 000114420416131191 Polaris Greystone Financial Group, LLC
Q2 2016 103 644,064 13F-HR 8/2/2016 000114420416115895 Polaris Greystone Financial Group, LLC
Q1 2016 105 639,686 13F-HR 4/29/2016 000114420416097257 Polaris Greystone Financial Group, LLC
Q4 2015 140 619,552 13F-HR 2/12/2016 000114420416081563 Polaris Greystone Financial Group, LLC
Q3 2015 67 488,902 13F-HR 11/10/2015 000114420415064200 Polaris Wealth Advisers, LLC
Q2 2015 68 503,146 13F-HR 8/11/2015 000114420415048047 Polaris Wealth Advisers, LLC
Q1 2015 76 550,200 13F-HR 5/11/2015 000114420415029153 Polaris Wealth Advisers, LLC
Q4 2014 75 486,616 13F-HR 2/13/2015 000114420415009120 Polaris Wealth Advisers, LLC
Q3 2014 67 445,486 13F-HR 10/30/2014 000114420414063911 Polaris Wealth Advisers, LLC
Q2 2014 72 449,125 13F-HR 8/5/2014 000114420414047000 Polaris Wealth Advisers, LLC
Q1 2014 162 427,250 13F-HR 4/28/2014 000114420414025012 Polaris Wealth Advisers, LLC
Q4 2013 189 406,601 13F-HR 2/24/2014 000114420414011222 Polaris Wealth Advisers, LLC