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Disclosery

Flagship Private Wealth, LLC: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Flagship Private Wealth, LLC on MUNI, newest first. How the timeline and the estimate are built.

Flagship Private Wealth, LLC held 38,319 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,319 shares
    Change vs previous 13F -5,309 shares

    0.71% of the 13F portfolio, value $2,015,599.

    13F-HR 0002085853-26-000929 filed by Flagship Private Wealth, 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 43,628 shares
    Change vs previous 13F +17,550 shares

    0.92% of the 13F portfolio, value $2,276,954.

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, 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 26,078 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,366,748.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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