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FLAGSHIP HARBOR ADVISORS, LLC: FENI position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 50,505 FENI 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 50,505 shares
    Change vs previous 13F +4,974 shares

    0.08% of the 13F portfolio, value $2,026,781.

    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 45,531 shares
    Change vs previous 13F +3,844 shares

    0.07% of the 13F portfolio, value $1,693,761.

    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 41,687 shares
    Change vs previous 13F +1,867 shares

    0.07% of the 13F portfolio, value $1,524,936.

    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 39,820 shares
    Change vs previous 13F +2,718 shares

    0.06% of the 13F portfolio, value $1,404,862.

    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 37,102 shares
    Change vs previous 13F +11,297 shares

    0.06% of the 13F portfolio, value $1,234,032.

    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 25,805 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $767,957.

    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).