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FLAGSHIP HARBOR ADVISORS, LLC: PULS position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 137,960 PULS 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 137,960 shares
    Change vs previous 13F -13,425 shares

    0.26% of the 13F portfolio, value $6,835,936.

    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 151,385 shares
    Change vs previous 13F +24,763 shares

    0.33% of the 13F portfolio, value $7,493,612.

    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 126,622 shares
    Change vs previous 13F -17,611 shares

    0.3% of the 13F portfolio, value $6,279,192.

    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 144,233 shares
    Change vs previous 13F -12,788 shares

    0.31% of the 13F portfolio, value $7,187,152.

    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 157,021 shares
    Change vs previous 13F -230,039 shares

    0.37% of the 13F portfolio, value $7,813,357.

    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 387,060 shares
    Change vs previous 13F +57,141 shares

    1.01% of the 13F portfolio, value $19,248,514.

    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 329,919 shares
    Change vs previous 13F -343,900 shares

    0.86% of the 13F portfolio, value $16,347,539.

    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 673,819 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $33,542,723.

    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).