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FLAGSHIP WEALTH ADVISORS, LLC: EPS position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 233,980 EPS 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 233,980 shares
    Change vs previous 13F +157,119 shares

    4.07% of the 13F portfolio, value $18,201,304.

    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 76,861 shares
    Change vs previous 13F -120,058 shares

    2.11% of the 13F portfolio, value $4,919,873.

    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 196,919 shares
    Change vs previous 13F +40,200 shares

    4.06% of the 13F portfolio, value $13,953,680.

    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 156,719 shares
    Change vs previous 13F +69,459 shares

    3.56% of the 13F portfolio, value $10,804,208.

    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 87,260 shares
    Change vs previous 13F +7,634 shares

    2.11% of the 13F portfolio, value $5,585,513.

    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 79,626 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $4,720,229.

    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).