Flagship Wealth Advisors, LLC

SEC CIK: 0002036117
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

USB holding history

US Bancorp DE 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.

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

Shares (Q2 2026): 122
Value: $7.40K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of USB by Flagship Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	122	$7.40K	<0.1%	+122	New	Holders
Q1 2026	0	$0	0.0%	−123−100.0%	Sold out	Holders
Q4 2025	123	$6.54K	<0.1%	−122−49.8%	Reduced	Holders
Q3 2025	245	$11.8K	<0.1%	+245	New	Holders