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Stratos Wealth Partners, LTD.: DFGX position timeline

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

Stratos Wealth Partners, LTD. held 175,125 DFGX 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 175,125 shares
    Change vs previous 13F +12,858 shares

    0.07% of the 13F portfolio, value $9,385,825.

    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.: 4,215 shares
    • Stratos Investment Management, LLC: 170,910 shares

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

  2. period ended2026-03-31
    13F 162,267 shares
    Change vs previous 13F +959 shares

    0.34% of the 13F portfolio, value $8,510,985.

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

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

  3. period ended2025-12-31
    13F 161,308 shares
    Change vs previous 13F +5,734 shares

    0.34% of the 13F portfolio, value $8,490,448.

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

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

  4. period ended2025-09-30
    13F 155,574 shares
    Change vs previous 13F +110,638 shares

    0.35% of the 13F portfolio, value $8,394,773.

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

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

  5. period ended2025-06-30
    13F 44,936 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,397,785.

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

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