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Disclosery

Stamos Capital Partners, L.P.: D position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on D, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 34,667 D shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,667 shares
    Change vs previous 13F -4,671 shares

    0.36% of the 13F portfolio, value $2,367,409.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,338 shares
    Change vs previous 13F -317 shares

    0.38% of the 13F portfolio, value $2,431,875.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,655 shares
    Change vs previous 13F +9,279 shares

    0.37% of the 13F portfolio, value $2,323,386.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,376 shares
    Change vs previous 13F -16,123 shares

    0.35% of the 13F portfolio, value $1,858,100.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,499 shares
    Change vs previous 13F +7,967 shares

    0.47% of the 13F portfolio, value $2,628,123.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,532 shares
    Change vs previous 13F -3,538 shares

    0.57% of the 13F portfolio, value $2,160,489.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,070 shares
    Change vs previous 13F +6,350 shares

    0.53% of the 13F portfolio, value $2,265,890.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,720 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,064,259.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).