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Manager record

Flagship Private Wealth, LLC

Woburn, MA · CIK 1842560 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$282.90MReported 13F valueQ2 2026 · as filed
116Holdings listed
+14.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 04Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $235.2M$235.2MQ2 2025103 holdingsQ3 2025: $248.9M$248.9MQ3 2025111 holdingsQ4 2025: $254.4M$254.4MQ4 2025113 holdingsQ1 2026: $246.4M$246.4MQ1 2026108 holdingsQ2 2026: $282.9M$282.9MQ2 2026116 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 04 2026 13F-HR · period Q2 2026

$282.90M · 116 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$246.36M · 108 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$254.39M · 113 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$248.85M · 111 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR/A · period Q2 2025

$235.19M · 103 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 21 2025 13F-HR · period Q2 2025

$194.57M · 87 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 04, 2026 · Change methodology