Skip to content
Disclosery

Stratos Wealth Partners, LTD.: CGXU position timeline

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

Stratos Wealth Partners, LTD. held 74,998 CGXU 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 74,998 shares
    Change vs previous 13F +3,026 shares

    0.02% of the 13F portfolio, value $2,596,457.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 14,891 shares
    • Stratos Wealth Advisors, LLC: 60,107 shares

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

  2. period ended2026-03-31
    13F 71,972 shares
    Change vs previous 13F +9,986 shares

    0.02% of the 13F portfolio, value $2,122,463.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 10,933 shares
    • Stratos Wealth Advisors, LLC: 61,039 shares

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

  3. period ended2025-12-31
    13F 61,986 shares
    Change vs previous 13F -7,861 shares

    0.09% of the 13F portfolio, value $1,831,695.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 0 shares
    • Stratos Wealth Advisors, LLC: 61,986 shares

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

  4. period ended2025-09-30
    13F 69,847 shares
    Change vs previous 13F +2,720 shares

    0.02% of the 13F portfolio, value $2,068,872.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 7,998 shares
    • Stratos Wealth Advisors, LLC: 61,849 shares

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

  5. period ended2025-06-30
    13F 67,127 shares
    Change vs previous 13F -771 shares

    0.02% of the 13F portfolio, value $1,821,167.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 8,586 shares
    • Stratos Wealth Advisors, LLC: 58,541 shares

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

  6. period ended2025-03-31
    13F 67,898 shares
    Change vs previous 13F +8,416 shares

    0.02% of the 13F portfolio, value $1,662,154.

    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.: 8,348 shares
    • Stratos Wealth Advisors, LLC: 59,550 shares

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

  7. period ended2024-12-31
    13F 59,482 shares
    Change vs previous 13F +1,067 shares

    0.07% of the 13F portfolio, value $1,467,432.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    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 58,415 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,575,459.

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

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