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FLAGSHIP HARBOR ADVISORS, LLC: SPDW position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 207,325 SPDW 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 207,325 shares
    Change vs previous 13F -15,424 shares

    0.4% of the 13F portfolio, value $10,447,132.

    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 222,749 shares
    Change vs previous 13F +3,808 shares

    0.45% of the 13F portfolio, value $10,168,501.

    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 218,941 shares
    Change vs previous 13F -91,907 shares

    0.46% of the 13F portfolio, value $9,723,180.

    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 310,848 shares
    Change vs previous 13F +103,661 shares

    0.58% of the 13F portfolio, value $13,301,196.

    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 207,187 shares
    Change vs previous 13F -107,842 shares

    0.4% of the 13F portfolio, value $8,388,959.

    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 315,029 shares
    Change vs previous 13F -12,787 shares

    0.6% of the 13F portfolio, value $11,470,207.

    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 327,816 shares
    Change vs previous 13F +120,509 shares

    0.59% of the 13F portfolio, value $11,188,351.

    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 207,307 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,786,429.

    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).