Flagship Wealth Advisors, LLC

SEC CIK: 0002036117
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

UBS holding history

UBS Group AG in every 13F filed by Flagship Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overview All 13F holders of UBS Full Q2 2026 holdings

Shares (Q2 2026): 700
Value: $34.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of UBS by Flagship Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	700	$34.7K	<0.1%	+700	New	Holders
Q1 2026	0	$0	0.0%	−700−100.0%	Sold out	Holders
Q4 2025	700	$32.4K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	700	$28.7K	<0.1%	+700	New	Holders