FLAGSHIP WEALTH ADVISORS, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2036117
WAKEFIELD, MA
Position in WPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$81,319
-$3,765 QoQ
Shares Held
724
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#726
of 849 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $398,342 across 3 Gold names. WPM ranks #3 (20.4% of the industry book) .
All Filings in WPM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,319 | 724 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $85,084 | 724 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $80,972 | 724 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $65,015 | 724 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $56,204 | 724 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $40,717 | 724 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||