Skip to content
Disclosery

FLAGSHIP WEALTH ADVISORS, LLC: XLG position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 135,600 XLG 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 135,600 shares
    Change vs previous 13F +86,521 shares

    1.86% of the 13F portfolio, value $8,302,788.

    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 49,079 shares
    Change vs previous 13F -51,116 shares

    1.1% of the 13F portfolio, value $2,557,017.

    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 100,195 shares
    Change vs previous 13F +43,257 shares

    1.73% of the 13F portfolio, value $5,939,560.

    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 56,938 shares
    Change vs previous 13F -2,591 shares

    1.08% of the 13F portfolio, value $3,275,074.

    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 59,529 shares
    Change vs previous 13F +28,329 shares

    1.17% of the 13F portfolio, value $3,101,461.

    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 31,200 shares
    Change vs previous 13F +22,500 shares

    0.6% of the 13F portfolio, value $1,435,824.

    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 8,700 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $434,652.

    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).