Skip to content
Disclosery

FLAGSHIP WEALTH ADVISORS, LLC: BKIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLAGSHIP WEALTH ADVISORS, LLC on BKIE, newest first. How the timeline and the estimate are built.

FLAGSHIP WEALTH ADVISORS, LLC held 116,558 BKIE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,558 shares
    Change vs previous 13F +73,933 shares

    2.63% of the 13F portfolio, value $11,725,735.

    13F-HR 0002036117-26-000003 filed by FLAGSHIP WEALTH ADVISORS, 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 42,625 shares
    Change vs previous 13F -33,676 shares

    1.58% of the 13F portfolio, value $3,672,992.

    13F-HR 0002036117-26-000002 filed by FLAGSHIP WEALTH ADVISORS, 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 76,301 shares
    Change vs previous 13F +23,902 shares

    2.05% of the 13F portfolio, value $7,062,421.

    13F-HR 0002036117-26-000001 filed by FLAGSHIP WEALTH ADVISORS, 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 52,399 shares
    Change vs previous 13F +5,891 shares

    1.55% of the 13F portfolio, value $4,692,330.

    13F-HR 0002036117-25-000006 filed by FLAGSHIP WEALTH ADVISORS, 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 46,508 shares
    Change vs previous 13F +25,533 shares

    1.51% of the 13F portfolio, value $4,007,594.

    13F-HR 0002036117-25-000004 filed by FLAGSHIP WEALTH ADVISORS, 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/A 20,975 shares
    Change vs previous 13F +14,528 shares

    0.68% of the 13F portfolio, value $1,622,626.

    13F-HR/A 0002036117-25-000003 filed by FLAGSHIP WEALTH ADVISORS, 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 6,447 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $466,956.

    13F-HR 0002036117-25-000001 filed by FLAGSHIP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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