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Stratos Wealth Partners, LTD.: DFAU position timeline

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

Stratos Wealth Partners, LTD. held 198,212 DFAU 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 198,212 shares
    Change vs previous 13F +21,581 shares

    0.08% of the 13F portfolio, value $10,245,658.

    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.: 120,928 shares
    • Stratos Investment Management, LLC: 77,284 shares

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

  2. period ended2026-03-31
    13F 176,631 shares
    Change vs previous 13F +8,844 shares

    0.07% of the 13F portfolio, value $7,969,630.

    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.: 99,442 shares
    • Stratos Investment Management, LLC: 77,189 shares

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

  3. period ended2025-12-31
    13F 167,787 shares
    Change vs previous 13F +4,759 shares

    0.07% of the 13F portfolio, value $7,852,499.

    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.: 94,826 shares
    • Stratos Investment Management, LLC: 72,961 shares

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

  4. period ended2025-09-30
    13F 163,028 shares
    Change vs previous 13F -40,863 shares

    0.07% of the 13F portfolio, value $7,460,234.

    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.: 90,519 shares
    • Stratos Investment Management, LLC: 72,509 shares

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

  5. period ended2025-06-30
    13F 203,891 shares
    Change vs previous 13F +28,068 shares

    0.09% of the 13F portfolio, value $8,636,853.

    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.: 88,812 shares
    • Stratos Investment Management, LLC: 115,079 shares

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

  6. period ended2025-03-31
    13F 175,823 shares
    Change vs previous 13F +98,142 shares

    0.08% of the 13F portfolio, value $6,758,641.

    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.: 72,225 shares
    • Stratos Investment Management, LLC: 103,598 shares

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

  7. period ended2024-12-31
    13F 77,681 shares
    Change vs previous 13F -8,353 shares

    0.04% of the 13F portfolio, value $3,145,331.

    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 86,034 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,414,718.

    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).