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Stratos Wealth Partners, LTD.: DFCF position timeline

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

Stratos Wealth Partners, LTD. held 2,256,591 DFCF 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 2,256,591 shares
    Change vs previous 13F +92,585 shares

    0.75% of the 13F portfolio, value $95,250,769.

    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.: 187,042 shares
    • Stratos Investment Management, LLC: 2,069,549 shares

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

  2. period ended2026-03-31
    13F 2,164,006 shares
    Change vs previous 13F +96,653 shares

    0.81% of the 13F portfolio, value $91,364,374.

    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.: 165,614 shares
    • Stratos Investment Management, LLC: 1,998,392 shares

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

  3. period ended2025-12-31
    13F 2,067,353 shares
    Change vs previous 13F +82,164 shares

    0.78% of the 13F portfolio, value $87,986,574.

    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.: 149,946 shares
    • Stratos Investment Management, LLC: 1,917,407 shares

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

  4. period ended2025-09-30
    13F 1,985,189 shares
    Change vs previous 13F +364,328 shares

    0.78% of the 13F portfolio, value $84,886,722.

    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.: 146,738 shares
    • Stratos Investment Management, LLC: 1,838,451 shares

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

  5. period ended2025-06-30
    13F 1,620,861 shares
    Change vs previous 13F +119,516 shares

    0.71% of the 13F portfolio, value $68,497,624.

    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.: 146,019 shares
    • Stratos Investment Management, LLC: 1,474,842 shares

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

  6. period ended2025-03-31
    13F 1,501,345 shares
    Change vs previous 13F +134,235 shares

    0.75% of the 13F portfolio, value $63,146,603.

    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.: 155,248 shares
    • Stratos Investment Management, LLC: 1,346,097 shares

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

  7. period ended2024-12-31
    13F 1,367,110 shares
    Change vs previous 13F +401,035 shares

    0.65% of the 13F portfolio, value $56,420,673.

    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.: 142,238 shares
    • Stratos Investment Management, LLC: 1,224,872 shares

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

  8. period ended2024-09-30
    13F 966,075 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $41,724,793.

    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.: 125,413 shares
    • Stratos Investment Management, LLC: 840,662 shares

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