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FLAGSHIP WEALTH ADVISORS, LLC: SCHD position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 123,884 SCHD 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 123,884 shares
    Change vs previous 13F -217,122 shares

    0.88% of the 13F portfolio, value $3,928,346.

    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 341,006 shares
    Change vs previous 13F +196,194 shares

    3.88% of the 13F portfolio, value $9,036,696.

    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 144,812 shares
    Change vs previous 13F -70,763 shares

    1.16% of the 13F portfolio, value $3,972,179.

    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 215,575 shares
    Change vs previous 13F -167,343 shares

    1.94% of the 13F portfolio, value $5,885,198.

    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 382,918 shares
    Change vs previous 13F -5,825 shares

    3.83% of the 13F portfolio, value $10,147,327.

    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 388,743 shares
    Change vs previous 13F +167,159 shares

    4.58% of the 13F portfolio, value $10,869,254.

    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 221,584 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $6,053,675.

    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).