Stratos Wealth Partners, LTD.: DFUS position timeline

Stratos Wealth Partners, LTD. held 240,089 DFUS 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 240,089 shares

   Change vs previous 13F +5,474 shares

   0.15% of the 13F portfolio, value $19,672,918.

   13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Stratos Wealth Partners, LTD.: 230,591 shares
   • Stratos Investment Management, LLC: 9,498 shares

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

2. period ended2026-03-31

   13F 234,615 shares

   Change vs previous 13F +937 shares

   0.15% of the 13F portfolio, value $16,636,668.

   13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Stratos Wealth Partners, LTD.: 225,132 shares
   • Stratos Investment Management, LLC: 9,483 shares

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

3. period ended2025-12-31

   13F 233,678 shares

   Change vs previous 13F -19,100 shares

   0.15% of the 13F portfolio, value $17,331,968.

   13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Stratos Wealth Partners, LTD.: 224,209 shares
   • Stratos Investment Management, LLC: 9,469 shares

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

4. period ended2025-09-30

   13F 252,778 shares

   Change vs previous 13F -754 shares

   0.17% of the 13F portfolio, value $18,311,283.

   13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Stratos Wealth Partners, LTD.: 243,321 shares
   • Stratos Investment Management, LLC: 9,457 shares

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

5. period ended2025-06-30

   13F 253,532 shares

   Change vs previous 13F +18,731 shares

   0.18% of the 13F portfolio, value $16,991,824.

   13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Stratos Wealth Partners, LTD.: 233,918 shares
   • Stratos Investment Management, LLC: 19,614 shares

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

6. period ended2025-03-31

   13F 234,801 shares

   Change vs previous 13F +3,657 shares

   0.17% of the 13F portfolio, value $14,200,849.

   13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Stratos Wealth Partners, LTD.: 231,226 shares
   • Stratos Investment Management, LLC: 3,575 shares

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

7. period ended2024-12-31

   13F 231,144 shares

   Change vs previous 13F -914 shares

   0.17% of the 13F portfolio, value $14,735,545.

   13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • Stratos Wealth Partners, LTD.: 227,569 shares
   • Stratos Investment Management, LLC: 3,575 shares

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

8. period ended2024-09-30

   13F 232,058 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $14,434,102.

   13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Stratos Wealth Partners, LTD.: 228,483 shares
   • Stratos Investment Management, LLC: 3,575 shares

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