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Stratos Wealth Partners, LTD.: CGUS position timeline

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

Stratos Wealth Partners, LTD. held 88,006 CGUS 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 88,006 shares
    Change vs previous 13F +7,721 shares

    0.03% of the 13F portfolio, value $3,914,565.

    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.: 80,308 shares
    • Stratos Wealth Advisors, LLC: 7,698 shares

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

  2. period ended2026-03-31
    13F 80,285 shares
    Change vs previous 13F +4,130 shares

    0.04% of the 13F portfolio, value $3,084,578.

    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.: 80,285 shares
    • Stratos Wealth Advisors, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 76,155 shares
    Change vs previous 13F +13,298 shares

    0.03% of the 13F portfolio, value $3,063,749.

    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.: 71,101 shares
    • Stratos Wealth Advisors, LLC: 5,054 shares

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

  4. period ended2025-09-30
    13F 62,857 shares
    Change vs previous 13F +33,483 shares

    0.02% of the 13F portfolio, value $2,485,423.

    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.: 57,637 shares
    • Stratos Wealth Advisors, LLC: 5,220 shares

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

  5. period ended2025-06-30
    13F 29,374 shares
    Change vs previous 13F +9,960 shares

    0.01% of the 13F portfolio, value $1,084,811.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    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 19,414 shares
    Change vs previous 13F +5,774 shares

    0.01% of the 13F portfolio, value $648,429.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    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 13,640 shares
    Change vs previous 13F +1,529 shares

    0.01% of the 13F portfolio, value $476,992.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    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 12,111 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,165.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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