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FLAGSHIP HARBOR ADVISORS, LLC: RBC position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 1,632 RBC 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 1,632 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $1,051,109.

    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 1,567 shares
    Change vs previous 13F +35 shares

    0.04% of the 13F portfolio, value $851,070.

    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 1,532 shares
    Change vs previous 13F +574 shares

    0.03% of the 13F portfolio, value $686,994.

    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 958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $373,900.

    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).