FLAGSHIP WEALTH ADVISORS, LLC DVY — iShares Select Dividend ETF

Ownership history in FLAGSHIP WEALTH ADVISORS, LLC  ·  5 quarters on record

AI Ownership Summary

FLAGSHIP WEALTH ADVISORS, LLC reported iShares Select Dividend ETF (DVY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.57% in 2024 Q4. The latest visible filing shows DVY at 0.36% 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 DVY 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 iShares Select Dividend ETF, 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 Q4

DVY was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

DVY stock page FLAGSHIP WEALTH ADVISORS, LLC fund profile FLAGSHIP WEALTH ADVISORS, LLC full holdings
How FLAGSHIP WEALTH ADVISORS, LLC held DVY — position size vs. price
% of Fund (quarterly)    DVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 8,651 +11 +0.1% 0.36% $1.2M 2026-02-14 (Est.) $156.73
2025 Q3 ADDED — — — 8,640 +276 +3.3% 0.40% $1.2M 2025-10-30 $136.85
2025 Q2 ADDED — — — 8,364 +996 +13.5% 0.42% $1.1M 2025-08-07 $131.91
2025 Q1 UNCHANGED — — — 7,368 — 0% 0.57% $967K 2025-04-29 $124.20
2024 Q4 INITIATED — — — 7,368 — — 0.57% $967K 2025-02-10 $128.47

🏢 Other funds also holding DVY

As of 2026 Q1 — sorted by position size

Florin Court Capital LLP 3Y 7Y 15.83% Yukon Wealth Management, Inc. 11.6% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 9.25% Northside Capital Management, LLC 3Y 7Y 8.69% Arcus Capital Partners, LLC 3Y 7Y 8.55% Moment Partners, LLC 6.99% CABANA LLC 3Y 7Y 6.86% Corundum Trust Company, INC 6.52% MYDA Advisors LLC 3Y 7Y 6.48% Eagle Bay Advisors LLC 3Y 5.17%

FAQ About FLAGSHIP WEALTH ADVISORS, LLC and DVY

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 DVY?

FLAGSHIP WEALTH ADVISORS, LLC reported DVY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for DVY was 0.57% in 2024 Q4.

What is the latest reported DVY position on this page?

The most recent filing on this page is 2025 Q4, when FLAGSHIP WEALTH ADVISORS, LLC reported 8,651 shares, equal to 0.36% of portfolio, with an estimated market value of $1.2M.

What does the chart on this DVY ownership page compare?

The chart compares FLAGSHIP WEALTH ADVISORS, LLC's quarterly DVY 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.

How well did FLAGSHIP WEALTH ADVISORS, LLC time their DVY position?

Based on 13F filing dates vs. subsequent DVY price moves, FLAGSHIP WEALTH ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DVY relative to SPY over the holding period was +6.9%.

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