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Stratos Wealth Partners, LTD.: EFIV position timeline

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

Stratos Wealth Partners, LTD. held 25,625 EFIV 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 25,625 shares
    Change vs previous 13F +497 shares

    0.02% of the 13F portfolio, value $1,868,904.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 25,128 shares
    Change vs previous 13F +798 shares

    0.02% of the 13F portfolio, value $1,585,085.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    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 24,330 shares
    Change vs previous 13F +128 shares

    0.02% of the 13F portfolio, value $1,609,488.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    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 24,202 shares
    Change vs previous 13F -67 shares

    0.02% of the 13F portfolio, value $1,539,038.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    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 24,269 shares
    Change vs previous 13F -818 shares

    0.02% of the 13F portfolio, value $1,420,983.

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

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

  6. period ended2025-03-31
    13F 25,087 shares
    Change vs previous 13F -878 shares

    0.02% of the 13F portfolio, value $1,342,199.

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

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

  7. period ended2024-12-31
    13F 25,965 shares
    Change vs previous 13F +157 shares

    0.02% of the 13F portfolio, value $1,466,539.

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

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

  8. period ended2024-09-30
    13F 25,808 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,439,055.

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

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