DLR β€” Digital Realty Trust Inc

Ownership history in FLAGSHIP WEALTH ADVISORS, LLC  Β·  1 quarter on record

AI Ownership Summary

FLAGSHIP WEALTH ADVISORS, LLC reported Digital Realty Trust Inc (DLR) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows DLR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLAGSHIP WEALTH ADVISORS, LLC's position in Digital Realty Trust Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DLR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FLAGSHIP WEALTH ADVISORS, LLC held DLR β€” position size vs. price
% of Fund (quarterly)    DLR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 7 β€” β€” 0.00% $1K 2025-10-30 $168.25

FAQ About FLAGSHIP WEALTH ADVISORS, LLC and DLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has FLAGSHIP WEALTH ADVISORS, LLC reported owning DLR?

FLAGSHIP WEALTH ADVISORS, LLC reported DLR across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported DLR position in FLAGSHIP WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for DLR was 0.00% in 2025 Q3.

What is the latest reported DLR position on this page?

The most recent filing on this page is 2025 Q3, when FLAGSHIP WEALTH ADVISORS, LLC reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this DLR ownership page compare?

The chart compares FLAGSHIP WEALTH ADVISORS, LLC's quarterly DLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to FLAGSHIP WEALTH ADVISORS, LLC Holdings