Skip to content
Disclosery

FLAGSHIP HARBOR ADVISORS, LLC: XLE position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 95,238 XLE 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 95,238 shares
    Change vs previous 13F +17,344 shares

    0.19% of the 13F portfolio, value $5,058,124.

    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 77,894 shares
    Change vs previous 13F -13,907 shares

    0.21% of the 13F portfolio, value $4,771,782.

    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 91,801 shares
    Change vs previous 13F -57,122 shares

    0.19% of the 13F portfolio, value $4,104,472.

    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 148,923 shares
    Change vs previous 13F -7,139 shares

    0.58% of the 13F portfolio, value $13,304,762.

    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 156,062 shares
    Change vs previous 13F +122,413 shares

    0.63% of the 13F portfolio, value $13,235,622.

    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 33,649 shares
    Change vs previous 13F -25,967 shares

    0.17% of the 13F portfolio, value $3,144,487.

    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 59,616 shares
    Change vs previous 13F -208,706 shares

    0.27% of the 13F portfolio, value $5,106,674.

    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 268,322 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $23,558,678.

    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).