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FLAGSHIP WEALTH ADVISORS, LLC: SJM position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 159 SJM 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 159 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $17,877.

    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 153 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $15,046.

    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 156 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $15,268.

    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 155 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $16,792.

    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 153 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $15,046.

    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 152 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $17,989.

    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 151 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,585.

    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).