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FLAGSHIP HARBOR ADVISORS, LLC: ARE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLAGSHIP HARBOR ADVISORS, LLC on ARE, newest first. How the timeline and the estimate are built.

FLAGSHIP HARBOR ADVISORS, LLC held 10,690 ARE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,690 shares
    Change vs previous 13F +800 shares

    0.02% of the 13F portfolio, value $564,968.

    13F-HR 0001691766-26-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,890 shares
    Change vs previous 13F -2,169 shares

    0.02% of the 13F portfolio, value $459,094.

    13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,059 shares
    Change vs previous 13F +3,226 shares

    0.03% of the 13F portfolio, value $590,170.

    13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,833 shares
    Change vs previous 13F -739 shares

    0.03% of the 13F portfolio, value $736,163.

    13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,572 shares
    Change vs previous 13F +2,794 shares

    0.03% of the 13F portfolio, value $695,244.

    13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,778 shares
    Change vs previous 13F +834 shares

    0.03% of the 13F portfolio, value $627,059.

    13F-HR 0001691766-25-000002 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,944 shares
    Change vs previous 13F -142 shares

    0.03% of the 13F portfolio, value $579,890.

    13F-HR 0001691766-25-000001 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,086 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $722,749.

    13F-HR 0001691766-24-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).