A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for FLAGSHIP WEALTH ADVISORS, LLC.

Business address: 301 Edgewater Place, Suite 400, Wakefield, MA, 01880
Top securities (13F): QQQ, VUG, VYM, SPY, FDVV, EPS, VTV, XMMO, FELC, DGRO, NVDA, DGRW, SCHG, IVW, SCHD, VOO, MGC, FELG, GLD, and BKIE
State of incorporation: MA
Fiscal year end: 31 December

FLAGSHIP WEALTH ADVISORS, LLC has filed 5 SEC EDGAR filings since 10 Feb 2025

Recent SEC filings for FLAGSHIP WEALTH ADVISORS, LLC including 13F-HR, 13F-HR/A.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	30 Oct 2025	30 Sep 2025	028-24873
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	07 Aug 2025	30 Jun 2025	028-24873
13F-HR/A	Open 13F-HR/A document	View SEC filing for 13F-HR/A	12 May 2025	31 Mar 2025	028-24873
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	29 Apr 2025	31 Mar 2025	028-24873
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	10 Feb 2025	31 Dec 2024	028-24873

FLAGSHIP WEALTH ADVISORS, LLC files with the SEC under CIK 0002036117. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.