Skip to content
Disclosery

FLAGSHIP HARBOR ADVISORS, LLC: USMV position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 74,283 USMV 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 74,283 shares
    Change vs previous 13F +32,127 shares

    0.27% of the 13F portfolio, value $7,165,314.

    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 42,156 shares
    Change vs previous 13F -1,455 shares

    0.17% of the 13F portfolio, value $3,909,512.

    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 43,611 shares
    Change vs previous 13F -122 shares

    0.19% of the 13F portfolio, value $4,106,446.

    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 43,733 shares
    Change vs previous 13F +196 shares

    0.18% of the 13F portfolio, value $4,160,736.

    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 43,537 shares
    Change vs previous 13F -1,443 shares

    0.19% of the 13F portfolio, value $4,086,839.

    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 44,980 shares
    Change vs previous 13F -2,058 shares

    0.22% of the 13F portfolio, value $4,212,844.

    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 47,038 shares
    Change vs previous 13F +219 shares

    0.22% of the 13F portfolio, value $4,176,484.

    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 46,819 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,275,006.

    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).