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Flagship Private Wealth, LLC: SMLF position timeline

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

Flagship Private Wealth, LLC held 46,696 SMLF 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 46,696 shares
    Change vs previous 13F +1,884 shares

    1.47% of the 13F portfolio, value $4,162,516.

    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 44,812 shares
    Change vs previous 13F -3,233 shares

    1.37% of the 13F portfolio, value $3,382,838.

    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 48,045 shares
    Change vs previous 13F +3,588 shares

    1.42% of the 13F portfolio, value $3,597,628.

    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).

  4. period ended2025-09-30
    13F 44,457 shares
    Change vs previous 13F +20,343 shares

    1.33% of the 13F portfolio, value $3,305,385.

    13F-HR 0002085853-25-000213 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).

  5. period ended2025-06-30
    13F/A 24,114 shares
    Change vs previous 13F +8,559 shares

    0.7% of the 13F portfolio, value $1,638,521.

    13F-HR/A 0001667731-25-001056 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).

  6. period ended2025-03-31
    13F 15,555 shares
    Change vs previous 13F +2,161 shares

    0.46% of the 13F portfolio, value $966,912.

    13F-HR 0001667731-25-000427 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).

  7. period ended2024-12-31
    13F 13,394 shares
    Change vs previous 13F +9,220 shares

    0.44% of the 13F portfolio, value $904,115.

    13F-HR 0001667731-25-000072 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).

  8. period ended2024-09-30
    13F 4,174 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $276,943.

    13F-HR 0001842560-24-000004 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).