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FLAGSHIP WEALTH ADVISORS, LLC: FELG position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 172,119 FELG 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 172,119 shares
    Change vs previous 13F +47,078 shares

    1.69% of the 13F portfolio, value $7,530,206.

    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 125,041 shares
    Change vs previous 13F -28,263 shares

    1.99% of the 13F portfolio, value $4,630,270.

    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 153,304 shares
    Change vs previous 13F +14,497 shares

    1.86% of the 13F portfolio, value $6,392,777.

    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 138,807 shares
    Change vs previous 13F +5,584 shares

    1.88% of the 13F portfolio, value $5,707,744.

    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 133,223 shares
    Change vs previous 13F +17,868 shares

    1.86% of the 13F portfolio, value $4,933,248.

    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 115,355 shares
    Change vs previous 13F +69,429 shares

    1.53% of the 13F portfolio, value $3,633,683.

    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 45,926 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,623,943.

    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).