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FLAGSHIP HARBOR ADVISORS, LLC: BSV position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 13,417 BSV 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 13,417 shares
    Change vs previous 13F -4,633 shares

    0.04% of the 13F portfolio, value $1,045,296.

    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 18,050 shares
    Change vs previous 13F +3,372 shares

    0.06% of the 13F portfolio, value $1,415,279.

    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 14,678 shares
    Change vs previous 13F -122 shares

    0.05% of the 13F portfolio, value $1,156,794.

    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 14,800 shares
    Change vs previous 13F +3,439 shares

    0.05% of the 13F portfolio, value $1,167,870.

    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 11,361 shares
    Change vs previous 13F -107 shares

    0.04% of the 13F portfolio, value $894,081.

    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 11,468 shares
    Change vs previous 13F +179 shares

    0.05% of the 13F portfolio, value $897,726.

    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 11,289 shares
    Change vs previous 13F -153 shares

    0.05% of the 13F portfolio, value $872,269.

    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 11,442 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $900,398.

    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).