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Flagship Private Wealth, LLC: SPLV position timeline

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

Flagship Private Wealth, LLC held 16,944 SPLV 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 16,944 shares
    Change vs previous 13F +230 shares

    0.45% of the 13F portfolio, value $1,269,070.

    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 16,714 shares
    Change vs previous 13F -405 shares

    0.5% of the 13F portfolio, value $1,222,458.

    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 17,119 shares
    Change vs previous 13F +981 shares

    0.48% of the 13F portfolio, value $1,222,603.

    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 16,138 shares
    Change vs previous 13F -441 shares

    0.48% of the 13F portfolio, value $1,185,844.

    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 16,579 shares
    Change vs previous 13F +803 shares

    0.51% of the 13F portfolio, value $1,207,281.

    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 15,776 shares
    Change vs previous 13F +1,938 shares

    0.56% of the 13F portfolio, value $1,178,753.

    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 13,838 shares
    Change vs previous 13F +1,289 shares

    0.47% of the 13F portfolio, value $968,685.

    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 12,549 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $900,151.

    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).