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FLAGSHIP WEALTH ADVISORS, LLC: FDVV position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 310,950 FDVV 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 310,950 shares
    Change vs previous 13F +141,832 shares

    4.2% of the 13F portfolio, value $18,747,176.

    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 169,118 shares
    Change vs previous 13F -75,740 shares

    3.78% of the 13F portfolio, value $8,797,519.

    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 244,858 shares
    Change vs previous 13F +36,006 shares

    4.04% of the 13F portfolio, value $13,881,000.

    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 208,852 shares
    Change vs previous 13F +20,323 shares

    3.83% of the 13F portfolio, value $11,635,145.

    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 188,529 shares
    Change vs previous 13F +46,659 shares

    3.7% of the 13F portfolio, value $9,807,279.

    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 141,870 shares
    Change vs previous 13F +102,563 shares

    2.96% of the 13F portfolio, value $7,036,752.

    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 39,307 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,962,992.

    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).