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Stratos Wealth Partners, LTD.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on AGG, newest first. How the timeline and the estimate are built.

Stratos Wealth Partners, LTD. held 205,854 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,854 shares
    Change vs previous 13F -66,548 shares

    0.14% of the 13F portfolio, value $20,375,468.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 175,437 shares
    • Stratos Wealth Advisors, LLC: 19,616 shares
    • Stratos Investment Management, LLC: 10,801 shares

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

  2. period ended2026-03-31
    13F 272,402 shares
    Change vs previous 13F -2,338 shares

    0.21% of the 13F portfolio, value $27,041,432.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 209,977 shares
    • Stratos Wealth Advisors, LLC: 52,253 shares
    • Stratos Investment Management, LLC: 10,172 shares

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

  3. period ended2025-12-31
    13F 274,740 shares
    Change vs previous 13F -103,055 shares

    0.2% of the 13F portfolio, value $27,441,231.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 198,581 shares
    • Stratos Wealth Advisors, LLC: 66,086 shares
    • Stratos Investment Management, LLC: 10,073 shares

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

  4. period ended2025-09-30
    13F 377,795 shares
    Change vs previous 13F +26,273 shares

    0.29% of the 13F portfolio, value $37,874,186.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 187,926 shares
    • Stratos Wealth Advisors, LLC: 180,226 shares
    • Stratos Investment Management, LLC: 9,643 shares

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

  5. period ended2025-06-30
    13F 351,522 shares
    Change vs previous 13F -13,160 shares

    0.3% of the 13F portfolio, value $34,871,068.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 176,204 shares
    • Stratos Wealth Advisors, LLC: 165,545 shares
    • Stratos Investment Management, LLC: 9,773 shares

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

  6. period ended2025-03-31
    13F 364,682 shares
    Change vs previous 13F -41,668 shares

    0.35% of the 13F portfolio, value $36,074,491.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 176,785 shares
    • Stratos Wealth Advisors, LLC: 178,380 shares
    • Stratos Investment Management, LLC: 9,517 shares

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

  7. period ended2024-12-31
    13F 406,350 shares
    Change vs previous 13F +37,916 shares

    0.36% of the 13F portfolio, value $39,375,466.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 192,768 shares
    • Stratos Wealth Advisors, LLC: 190,218 shares
    • Stratos Investment Management, LLC: 23,364 shares

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

  8. period ended2024-09-30
    13F 368,434 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $37,311,498.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 182,228 shares
    • Stratos Wealth Advisors, LLC: 183,500 shares
    • Stratos Investment Management, LLC: 2,706 shares

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