Stratos Wealth Partners, LTD.: CGBL position timeline

Stratos Wealth Partners, LTD. held 431,021 CGBL 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 431,021 shares

   Change vs previous 13F +36,708 shares

   0.14% of the 13F portfolio, value $16,361,610.

   13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Stratos Wealth Partners, LTD.: 320,615 shares
   • Stratos Wealth Advisors, LLC: 110,406 shares

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

2. period ended2026-03-31

   13F 394,313 shares

   Change vs previous 13F +39,975 shares

   0.13% of the 13F portfolio, value $13,568,351.

   13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Stratos Wealth Partners, LTD.: 299,200 shares
   • Stratos Wealth Advisors, LLC: 95,113 shares

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

3. period ended2025-12-31

   13F 354,338 shares

   Change vs previous 13F +104,054 shares

   0.11% of the 13F portfolio, value $12,518,794.

   13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Stratos Wealth Partners, LTD.: 273,120 shares
   • Stratos Wealth Advisors, LLC: 81,218 shares

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

4. period ended2025-09-30

   13F 250,284 shares

   Change vs previous 13F +127,040 shares

   0.08% of the 13F portfolio, value $8,689,891.

   13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Stratos Wealth Partners, LTD.: 186,068 shares
   • Stratos Wealth Advisors, LLC: 64,216 shares

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

5. period ended2025-06-30

   13F 123,244 shares

   Change vs previous 13F +70,017 shares

   0.04% of the 13F portfolio, value $4,121,318.

   13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Stratos Wealth Partners, LTD.: 83,082 shares
   • Stratos Wealth Advisors, LLC: 40,162 shares

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

6. period ended2025-03-31

   13F 53,227 shares

   Change vs previous 13F +434 shares

   0.02% of the 13F portfolio, value $1,648,996.

   13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Stratos Wealth Partners, LTD.: 24,635 shares
   • Stratos Wealth Advisors, LLC: 28,592 shares

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

7. period ended2024-12-31

   13F 52,793 shares

   Change vs previous 13F +24,449 shares

   0.02% of the 13F portfolio, value $1,650,864.

   13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • Stratos Wealth Partners, LTD.: 27,541 shares
   • Stratos Wealth Advisors, LLC: 25,252 shares

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

8. period ended2024-09-30

   13F 28,344 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $880,101.

   13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Stratos Wealth Partners, LTD.: 8,447 shares
   • Stratos Wealth Advisors, LLC: 19,897 shares

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