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Polaris Wealth Advisers, LLC

CIK: 0001582968 | San Francisco, CA

Q2 2023 vs Q3 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2023
13F-HR169$1.3B2023-10-11SEC ↗
Q2 2023
13F-HR138$1.3B2023-08-07SEC ↗
Q1 2023
13F-HR173$1.4B2023-05-03SEC ↗
Q4 2022
13F-HR173$1.3B2023-01-19SEC ↗
Q3 2022
13F-HR159$4.8M2022-10-12SEC ↗
Q2 2022
13F-HR134$57.1M2022-07-12SEC ↗
Q1 2022
13F-HR157$42.6M2022-04-19SEC ↗
Q4 2021
13F-HR173$105.3M2022-01-26SEC ↗
Q3 2021
13F-HR167$14.3M2021-10-18SEC ↗
Q2 2021
13F-HR170$44.9M2021-07-23SEC ↗
Q1 2021
13F-HR171$44.1M2021-04-19SEC ↗
Q4 2020
13F-HR179$2.0M2021-01-25SEC ↗
Q3 2020
13F-HR154$2.5M2020-10-15SEC ↗
Q2 2020
13F-HR145$14.2M2020-07-13SEC ↗
Q1 2020
13F-HR120$24.2M2020-04-09SEC ↗
Q4 2019
13F-HR152$35.1M2020-01-29SEC ↗
Q3 2019
13F-HR146$1.4M2019-10-09SEC ↗
Q2 2019
13F-HR140$61.0M2019-07-25SEC ↗
Q1 2019
13F-HR151$59.8M2019-04-09SEC ↗
Q4 2018
13F-HR143$31.9M2019-01-17SEC ↗
Q3 2018
13F-HR519$39.2M2018-10-19SEC ↗
Q2 2018
13F-HR253$1.2M2018-07-09SEC ↗
Q1 2018
13F-HR466$27.6M2018-04-09SEC ↗
Q4 2017
13F-HR143$51.8M2018-02-13SEC ↗
Q3 2017
13F-HR145$43.6M2017-11-01SEC ↗
Q2 2017
13F-HR121$30.3M2017-08-09SEC ↗
Q1 2017
13F-HR105$39.9M2017-04-26SEC ↗
Q4 2016
13F-HR114$30.1M2017-01-19SEC ↗
Q3 2016
13F-HR109$32.6M2016-11-02SEC ↗
Q2 2016
13F-HR103$1.3M2016-08-02SEC ↗
Q1 2016
13F-HR105$2.5M2016-04-29SEC ↗
Q4 2015
13F-HR140$2.6M2016-02-12SEC ↗
Q3 2015
13F-HR67$488.9K2015-11-10SEC ↗
Q2 2015
13F-HR68$12.4M2015-08-11SEC ↗
Q1 2015
13F-HR76$13.6M2015-05-11SEC ↗
Q4 2014
13F-HR75$990.1K2015-02-13SEC ↗
Q3 2014
13F-HR67$445.5K2014-10-30SEC ↗
Q2 2014
13F-HR72$449.1K2014-08-05SEC ↗
Q1 2014
13F-HR162$427.3K2014-04-28SEC ↗
Q4 2013
13F-HR189$406.6K2014-02-24SEC ↗
Q3 2013
13F-HR143$321.8M2013-10-18SEC ↗
Q2 2013
13F-HR166$248.9M2013-07-31SEC ↗