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FLAGSHIP WEALTH ADVISORS, LLC: TGRT position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 113,526 TGRT 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 113,526 shares
    Change vs previous 13F +23,235 shares

    1.16% of the 13F portfolio, value $5,190,409.

    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 90,291 shares
    Change vs previous 13F -22,419 shares

    1.57% of the 13F portfolio, value $3,649,590.

    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 112,710 shares
    Change vs previous 13F +12,538 shares

    1.45% of the 13F portfolio, value $4,987,418.

    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 100,172 shares
    Change vs previous 13F -4,657 shares

    1.44% of the 13F portfolio, value $4,371,506.

    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 104,829 shares
    Change vs previous 13F +4,048 shares

    1.6% of the 13F portfolio, value $4,237,220.

    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 100,781 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,456,788.

    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).