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Stratos Wealth Partners, LTD.: DFUV position timeline

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

Stratos Wealth Partners, LTD. held 116,768 DFUV 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 116,768 shares
    Change vs previous 13F -8,583 shares

    0.05% of the 13F portfolio, value $6,423,453.

    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.: 99,599 shares
    • Stratos Investment Management, LLC: 17,169 shares

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

  2. period ended2026-03-31
    13F 125,351 shares
    Change vs previous 13F -4,927 shares

    0.05% of the 13F portfolio, value $6,074,524.

    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.: 107,689 shares
    • Stratos Investment Management, LLC: 17,662 shares

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

  3. period ended2025-12-31
    13F 130,278 shares
    Change vs previous 13F -1,254 shares

    0.05% of the 13F portfolio, value $6,069,717.

    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.: 108,829 shares
    • Stratos Investment Management, LLC: 21,449 shares

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

  4. period ended2025-09-30
    13F 131,532 shares
    Change vs previous 13F -4,162 shares

    0.05% of the 13F portfolio, value $5,878,184.

    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.: 110,158 shares
    • Stratos Investment Management, LLC: 21,374 shares

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

  5. period ended2025-06-30
    13F 135,694 shares
    Change vs previous 13F +17,765 shares

    0.06% of the 13F portfolio, value $5,737,182.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 107,972 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 27,722 shares

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

  6. period ended2025-03-31
    13F 117,929 shares
    Change vs previous 13F -1,329 shares

    0.06% of the 13F portfolio, value $4,859,890.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 107,929 shares
    • Stratos Wealth Advisors, LLC: 10,000 shares

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

  7. period ended2024-12-31
    13F 119,258 shares
    Change vs previous 13F -4,722 shares

    0.05% of the 13F portfolio, value $4,880,063.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 109,258 shares
    • Stratos Wealth Advisors, LLC: 10,000 shares

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

  8. period ended2024-09-30
    13F 123,980 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,168,749.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 113,980 shares
    • Stratos Wealth Advisors, LLC: 10,000 shares

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