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Stratos Wealth Partners, LTD.: DFAE position timeline

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

Stratos Wealth Partners, LTD. held 81,949 DFAE 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 81,949 shares
    Change vs previous 13F +2,618 shares

    0.03% of the 13F portfolio, value $3,295,232.

    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.: 23,616 shares
    • Stratos Investment Management, LLC: 58,333 shares

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

  2. period ended2026-03-31
    13F 79,331 shares
    Change vs previous 13F -2,292 shares

    0.02% of the 13F portfolio, value $2,686,199.

    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.: 18,569 shares
    • Stratos Investment Management, LLC: 60,762 shares

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

  3. period ended2025-12-31
    13F 81,623 shares
    Change vs previous 13F +7,234 shares

    0.02% of the 13F portfolio, value $2,658,516.

    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.: 17,144 shares
    • Stratos Investment Management, LLC: 64,479 shares

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

  4. period ended2025-09-30
    13F 74,389 shares
    Change vs previous 13F -8,916 shares

    0.02% of the 13F portfolio, value $2,345,518.

    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.: 12,423 shares
    • Stratos Investment Management, LLC: 61,966 shares

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

  5. period ended2025-06-30
    13F 83,305 shares
    Change vs previous 13F +71,751 shares

    0.03% of the 13F portfolio, value $2,411,723.

    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.: 12,294 shares
    • Stratos Investment Management, LLC: 71,011 shares

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

  6. period ended2025-03-31
    13F 11,554 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $299,136.

    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 11,980 shares
    Change vs previous 13F -1,687 shares

    <0.01% of the 13F portfolio, value $303,938.

    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 13,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $374,612.

    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).