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FLAGSHIP HARBOR ADVISORS, LLC: BUFR position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 568,550 BUFR 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 568,550 shares
    Change vs previous 13F +15,639 shares

    0.79% of the 13F portfolio, value $20,769,151.

    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 552,911 shares
    Change vs previous 13F +23,781 shares

    0.82% of the 13F portfolio, value $18,671,818.

    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 529,130 shares
    Change vs previous 13F +32,416 shares

    0.86% of the 13F portfolio, value $18,128,040.

    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 496,714 shares
    Change vs previous 13F +46,955 shares

    0.72% of the 13F portfolio, value $16,600,191.

    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 449,759 shares
    Change vs previous 13F +16,619 shares

    0.68% of the 13F portfolio, value $14,302,331.

    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 433,140 shares
    Change vs previous 13F +144,662 shares

    0.68% of the 13F portfolio, value $12,859,951.

    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 288,478 shares
    Change vs previous 13F +97,343 shares

    0.46% of the 13F portfolio, value $8,789,941.

    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 191,135 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,713,039.

    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).