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FLAGSHIP WEALTH ADVISORS, LLC: GLD position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 14,730 GLD 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 14,730 shares
    Change vs previous 13F +1,441 shares

    1.21% of the 13F portfolio, value $5,426,355.

    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 13,289 shares
    Change vs previous 13F -1,672 shares

    1.74% of the 13F portfolio, value $4,050,684.

    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 14,961 shares
    Change vs previous 13F +279 shares

    1.72% of the 13F portfolio, value $5,929,321.

    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 14,682 shares
    Change vs previous 13F +484 shares

    1.72% of the 13F portfolio, value $5,219,124.

    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 14,198 shares
    Change vs previous 13F -342 shares

    1.63% of the 13F portfolio, value $4,328,074.

    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 14,540 shares
    Change vs previous 13F +4,678 shares

    1.76% of the 13F portfolio, value $4,189,648.

    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 9,862 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,387,964.

    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).