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Flagship Private Wealth, LLC: USMV position timeline

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

Flagship Private Wealth, LLC held 103,914 USMV 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 103,914 shares
    Change vs previous 13F +319 shares

    3.54% of the 13F portfolio, value $10,023,497.

    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 103,595 shares
    Change vs previous 13F +1,808 shares

    3.9% of the 13F portfolio, value $9,607,368.

    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 101,787 shares
    Change vs previous 13F -183 shares

    3.77% of the 13F portfolio, value $9,584,239.

    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 101,970 shares
    Change vs previous 13F -74,112 shares

    3.9% of the 13F portfolio, value $9,701,453.

    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 176,082 shares
    Change vs previous 13F -19,340 shares

    7.03% of the 13F portfolio, value $16,528,841.

    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 195,422 shares
    Change vs previous 13F +62,342 shares

    8.72% of the 13F portfolio, value $18,303,262.

    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 133,080 shares
    Change vs previous 13F +4,941 shares

    5.69% of the 13F portfolio, value $11,816,169.

    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 128,139 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $11,700,319.

    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).