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FLAGSHIP HARBOR ADVISORS, LLC: FDVV position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 91,219 FDVV 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 91,219 shares
    Change vs previous 13F -2,240 shares

    0.21% of the 13F portfolio, value $5,499,568.

    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 93,459 shares
    Change vs previous 13F -19,045 shares

    0.23% of the 13F portfolio, value $5,162,693.

    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 112,504 shares
    Change vs previous 13F +5,768 shares

    0.3% of the 13F portfolio, value $6,377,858.

    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 106,736 shares
    Change vs previous 13F -5,230 shares

    0.26% of the 13F portfolio, value $5,946,280.

    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 111,966 shares
    Change vs previous 13F +94,854 shares

    0.28% of the 13F portfolio, value $5,824,444.

    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 17,112 shares
    Change vs previous 13F +1,961 shares

    0.04% of the 13F portfolio, value $848,763.

    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 15,151 shares
    Change vs previous 13F +7,339 shares

    0.04% of the 13F portfolio, value $756,623.

    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 7,812 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $395,660.

    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).