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Disclosery

FLAGSHIP HARBOR ADVISORS, LLC: CGMS position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 32,575 CGMS 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 32,575 shares
    Change vs previous 13F +18,124 shares

    0.03% of the 13F portfolio, value $890,280.

    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 14,451 shares
    Change vs previous 13F +13,315 shares

    0.02% of the 13F portfolio, value $393,491.

    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 1,136 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,398.

    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).