$931 Million is the total value of FLAGSHIP HARBOR ADVISORS, LLC's 623 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL | 28 | Q3 2023 | 3.9% |
APPLE INC | 28 | Q3 2023 | 3.8% |
AMAZON COM INC | 28 | Q3 2023 | 3.6% |
SPDR GOLD TRUST | 28 | Q3 2023 | 4.4% |
VANGUARD SMALL | 28 | Q3 2023 | 2.1% |
MICROSOFT CORP | 28 | Q3 2023 | 1.7% |
VANGUARD SPECIALIZED PORTFOL | 28 | Q3 2023 | 1.6% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 1.3% |
SPDR SER TR | 28 | Q3 2023 | 1.8% |
SPDR SER TR | 28 | Q3 2023 | 4.9% |
View FLAGSHIP HARBOR ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-12 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-13 |
13F-HR/A | 2022-02-17 |
View FLAGSHIP HARBOR ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.