FLAGSHIP HARBOR ADVISORS, LLC: SMB position timeline

FLAGSHIP HARBOR ADVISORS, LLC held 0 SMB shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -7,134 shares

   13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 7,134 shares

   Change vs previous 13F -4,999 shares

   0.01% of the 13F portfolio, value $124,208.

   13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 12,133 shares

   Change vs previous 13F +1,001 shares

   0.01% of the 13F portfolio, value $211,359.

   13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 11,132 shares

   Change vs previous 13F +1 shares

   0.01% of the 13F portfolio, value $192,142.

   13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 11,131 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $190,735.

   13F-HR 0001691766-25-000002 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).