Stratos Wealth Partners, LTD.: EFG position timeline

Stratos Wealth Partners, LTD. held 79,348 EFG 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 79,348 shares

   Change vs previous 13F +5,864 shares

   0.08% of the 13F portfolio, value $9,872,605.

   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.: 64,336 shares
   • Stratos Wealth Advisors, LLC: 15,012 shares

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

2. period ended2026-03-31

   13F 73,484 shares

   Change vs previous 13F +3,778 shares

   0.08% of the 13F portfolio, value $8,183,997.

   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.: 56,216 shares
   • Stratos Wealth Advisors, LLC: 17,268 shares

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

3. period ended2025-12-31

   13F 69,706 shares

   Change vs previous 13F +9,174 shares

   0.07% of the 13F portfolio, value $7,941,051.

   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.: 55,425 shares
   • Stratos Wealth Advisors, LLC: 14,281 shares

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

4. period ended2025-09-30

   13F 60,532 shares

   Change vs previous 13F +27,338 shares

   0.07% of the 13F portfolio, value $6,893,567.

   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.: 45,336 shares
   • Stratos Wealth Advisors, LLC: 15,196 shares

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

5. period ended2025-06-30

   13F 33,194 shares

   Change vs previous 13F -63,779 shares

   0.04% of the 13F portfolio, value $3,717,788.

   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.: 19,273 shares
   • Stratos Wealth Advisors, LLC: 13,921 shares

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

6. period ended2025-03-31

   13F 96,973 shares

   Change vs previous 13F -60,006 shares

   0.12% of the 13F portfolio, value $9,697,438.

   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.: 82,856 shares
   • Stratos Wealth Advisors, LLC: 14,117 shares

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

7. period ended2024-12-31

   13F 156,979 shares

   Change vs previous 13F +18,210 shares

   0.17% of the 13F portfolio, value $15,200,433.

   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.: 80,175 shares
   • Stratos Wealth Advisors, LLC: 76,804 shares

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

8. period ended2024-09-30

   13F 138,769 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $14,938,662.

   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.: 75,456 shares
   • Stratos Wealth Advisors, LLC: 63,313 shares

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