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FLAGSHIP WEALTH ADVISORS, LLC: SCHG position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 349,514 SCHG 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 349,514 shares
    Change vs previous 13F +233,296 shares

    2.65% of the 13F portfolio, value $11,827,554.

    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 116,218 shares
    Change vs previous 13F -167,856 shares

    1.46% of the 13F portfolio, value $3,394,728.

    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 284,074 shares
    Change vs previous 13F +80,347 shares

    2.69% of the 13F portfolio, value $9,266,494.

    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 203,727 shares
    Change vs previous 13F +68,389 shares

    2.14% of the 13F portfolio, value $6,500,929.

    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 135,338 shares
    Change vs previous 13F -40,385 shares

    1.49% of the 13F portfolio, value $3,953,223.

    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 175,723 shares
    Change vs previous 13F +140,611 shares

    1.85% of the 13F portfolio, value $4,400,104.

    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 35,112 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $978,571.

    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).