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FLAGSHIP HARBOR ADVISORS, LLC: USFR position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 646,040 USFR 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 646,040 shares
    Change vs previous 13F +471,753 shares

    1.24% of the 13F portfolio, value $32,528,132.

    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 174,287 shares
    Change vs previous 13F -33,372 shares

    0.39% of the 13F portfolio, value $8,773,607.

    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 207,659 shares
    Change vs previous 13F -476,498 shares

    0.49% of the 13F portfolio, value $10,449,402.

    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 684,157 shares
    Change vs previous 13F -47,342 shares

    1.5% of the 13F portfolio, value $34,392,575.

    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 731,499 shares
    Change vs previous 13F +528,855 shares

    1.74% of the 13F portfolio, value $36,801,740.

    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 202,644 shares
    Change vs previous 13F -9,387 shares

    0.54% of the 13F portfolio, value $10,199,066.

    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 212,031 shares
    Change vs previous 13F -36,138 shares

    0.56% of the 13F portfolio, value $10,669,383.

    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 248,169 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $12,463,033.

    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).