Position in KD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$452
-$72 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#568
of 665 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $793,960 across 4 Information Technology Services names. KD ranks #4 (0.1% of the industry book) .
All Filings in KD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452 | 40 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $524 | 40 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,062 | 40 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,201 | 40 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,678 | 40 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,256 | 40 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,384 | 40 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||