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Stratos Wealth Partners, LTD.: DFAC position timeline

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

Stratos Wealth Partners, LTD. held 4,714,198 DFAC 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 4,714,198 shares
    Change vs previous 13F +115,485 shares

    1.44% of the 13F portfolio, value $209,121,874.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 352,103 shares
    • Stratos Wealth Advisors, LLC: 113,131 shares
    • Stratos Investment Management, LLC: 4,248,964 shares

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

  2. period ended2026-03-31
    13F 4,598,713 shares
    Change vs previous 13F +114,201 shares

    1.38% of the 13F portfolio, value $178,706,033.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 306,642 shares
    • Stratos Wealth Advisors, LLC: 110,061 shares
    • Stratos Investment Management, LLC: 4,182,010 shares

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

  3. period ended2025-12-31
    13F 4,484,512 shares
    Change vs previous 13F +92,193 shares

    1.32% of the 13F portfolio, value $177,541,920.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 313,313 shares
    • Stratos Wealth Advisors, LLC: 106,951 shares
    • Stratos Investment Management, LLC: 4,064,248 shares

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

  4. period ended2025-09-30
    13F 4,392,319 shares
    Change vs previous 13F +439,271 shares

    1.3% of the 13F portfolio, value $169,411,804.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 325,147 shares
    • Stratos Wealth Advisors, LLC: 106,751 shares
    • Stratos Investment Management, LLC: 3,960,421 shares

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

  5. period ended2025-06-30
    13F 3,953,048 shares
    Change vs previous 13F +220,723 shares

    1.23% of the 13F portfolio, value $141,677,300.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 314,456 shares
    • Stratos Wealth Advisors, LLC: 100,804 shares
    • Stratos Investment Management, LLC: 3,537,788 shares

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

  6. period ended2025-03-31
    13F 3,732,325 shares
    Change vs previous 13F -1,502,594 shares

    1.2% of the 13F portfolio, value $123,129,420.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 314,990 shares
    • Stratos Wealth Advisors, LLC: 101,662 shares
    • Stratos Investment Management, LLC: 3,315,673 shares

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

  7. period ended2024-12-31
    13F 5,234,919 shares
    Change vs previous 13F +1,653,050 shares

    1.67% of the 13F portfolio, value $181,075,904.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 313,568 shares
    • Stratos Wealth Advisors, LLC: 101,662 shares
    • Stratos Investment Management, LLC: 4,819,689 shares

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

  8. period ended2024-09-30
    13F 3,581,869 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $122,822,299.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 346,624 shares
    • Stratos Wealth Advisors, LLC: 104,338 shares
    • Stratos Investment Management, LLC: 3,130,907 shares

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