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FLAGSHIP WEALTH ADVISORS, LLC: DGRW position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 86,377 DGRW 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 86,377 shares
    Change vs previous 13F +22,031 shares

    1.85% of the 13F portfolio, value $8,259,369.

    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 64,346 shares
    Change vs previous 13F -16,218 shares

    2.32% of the 13F portfolio, value $5,388,332.

    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 80,564 shares
    Change vs previous 13F +7,112 shares

    2.1% of the 13F portfolio, value $7,204,839.

    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 73,452 shares
    Change vs previous 13F +2,117 shares

    2.15% of the 13F portfolio, value $6,534,290.

    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 71,335 shares
    Change vs previous 13F +3,336 shares

    2.25% of the 13F portfolio, value $5,973,593.

    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 67,999 shares
    Change vs previous 13F +24,473 shares

    2.29% of the 13F portfolio, value $5,430,400.

    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 43,526 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,522,559.

    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).