Polaris Wealth Advisers - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Polaris Wealth Advisers going back to July 31, 2013

• Polaris Wealth Advisory Group 2023 Q3 - filed Oct. 11, 2023 - new!
• Polaris Wealth Advisory Group 2023 Q2 - filed Aug. 7, 2023
• Polaris Wealth Advisory Group 2023 Q1 - filed May 3, 2023
• Polaris Wealth Advisory Group 2022 Q4 - filed Jan. 19, 2023
• Polaris Wealth Advisory Group 2022 Q3 - filed Oct. 12, 2022
• Polaris Wealth Advisory Group 2022 Q2 - filed July 12, 2022
• Polaris Wealth Advisory Group 2022 Q1 - filed April 19, 2022
• Polaris Wealth Advisory Group 2021 Q4 - filed Jan. 26, 2022
• Polaris Wealth Advisory Group 2021 Q3 - filed Oct. 18, 2021
• Polaris Wealth Advisory Group 2021 Q2 - filed July 23, 2021
• Polaris Wealth Advisory Group 2021 Q1 - filed April 19, 2021
• Polaris Wealth Advisory Group 2020 Q4 - filed Jan. 25, 2021
• Polaris Wealth Advisory Group 2020 Q3 - filed Oct. 15, 2020
• Polaris Greystone Financial Group 2020 Q2 - filed July 13, 2020
• Polaris Greystone Financial Group 2020 Q1 - filed April 9, 2020
• Polaris Greystone Financial Group 2019 Q4 - filed Jan. 29, 2020
• Polaris Greystone Financial Group 2019 Q3 - filed Oct. 9, 2019
• Polaris Greystone Financial Group 2019 Q2 - filed July 25, 2019
• Polaris Greystone Financial Group 2019 Q1 - filed April 9, 2019
• Polaris Greystone Financial Group 2018 Q4 - filed Jan. 17, 2019
• Polaris Greystone Financial Group 2018 Q3 - filed Oct. 19, 2018
• Polaris Greystone Financial Group 2018 Q2 - filed July 9, 2018
• Polaris Greystone Financial Group 2018 Q1 - filed April 9, 2018
• Polaris Greystone Financial Group 2017 Q4 - filed Feb. 13, 2018
• Polaris Greystone Financial Group 2017 Q3 - filed Nov. 1, 2017
• Polaris Greystone Financial Group 2017 Q2 - filed Aug. 9, 2017
• Polaris Greystone Financial 2017 Q1 - filed April 26, 2017
• Polaris Greystone Financial 2016 Q4 - filed Jan. 19, 2017
• Polaris Greystone Financial 2016 Q3 - filed Nov. 2, 2016
• Polaris Greystone Financial 2016 Q2 - filed Aug. 2, 2016
• Polaris Greystone Financial 2016 Q1 - filed April 29, 2016
• Polaris Greystone Financial 2015 Q4 - filed Feb. 12, 2016
• Polaris Wealth Advisers 2015 Q3 - filed Nov. 10, 2015
• Polaris Wealth Advisers 2015 Q2 - filed Aug. 11, 2015
• Polaris Wealth Advisers 2015 Q1 - filed May 11, 2015
• Polaris Wealth Advisers 2014 Q4 - filed Feb. 13, 2015
• Polaris Wealth Advisers 2014 Q3 - filed Oct. 30, 2014
• Polaris Wealth Advisers 2014 Q2 - filed Aug. 5, 2014
• Polaris Wealth Advisers 2014 Q1 - filed April 28, 2014
• Polaris Wealth Advisers 2013 Q4 - filed Feb. 24, 2014
• Polaris Wealth Advisers 2013 Q3 - filed Oct. 18, 2013
• Polaris Wealth Advisers 2013 Q2 - filed July 31, 2013