FLAGSHIP WEALTH ADVISORS, LLC: ATR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLAGSHIP WEALTH ADVISORS, LLC on ATR, newest first. How the timeline and the estimate are built.
FLAGSHIP WEALTH ADVISORS, LLC held 0 ATR shares at 2025-12-31 per its 13F-HR filed 2026-02-11.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,100 shares
13F-HR 0002036117-26-000001 filed by FLAGSHIP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,100 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $147,026.
13F-HR 0002036117-25-000006 filed by FLAGSHIP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,100 sharesChange vs previous 13F -1,100 shares
0.06% of the 13F portfolio, value $172,073.
13F-HR 0002036117-25-000004 filed by FLAGSHIP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,200 sharesChange vs previous 13F +1,100 shares
0.14% of the 13F portfolio, value $326,436.
13F-HR/A 0002036117-25-000003 filed by FLAGSHIP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,100 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $172,810.
13F-HR 0002036117-25-000001 filed by FLAGSHIP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).