Stratos Wealth Partners, LTD.: EPI position timeline

Stratos Wealth Partners, LTD. held 35,721 EPI 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 35,721 shares

   Change vs previous 13F +8,249 shares

   0.01% of the 13F portfolio, value $1,528,180.

   13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Stratos Wealth Partners, LTD.: 8,754 shares
   • Stratos Wealth Advisors, LLC: 26,967 shares

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

2. period ended2026-03-31

   13F 27,472 shares

   Change vs previous 13F -184,459 shares

   0.01% of the 13F portfolio, value $1,120,891.

   13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Stratos Wealth Partners, LTD.: 9,162 shares
   • Stratos Wealth Advisors, LLC: 18,310 shares

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

3. period ended2025-12-31

   13F 211,931 shares

   Change vs previous 13F -42,711 shares

   0.09% of the 13F portfolio, value $9,810,353.

   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.: 202,429 shares
   • Stratos Wealth Advisors, LLC: 9,502 shares
   • Stratos Investment Management, LLC: 0 shares

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

4. period ended2025-09-30

   13F 254,642 shares

   Change vs previous 13F -1,014 shares

   0.1% of the 13F portfolio, value $11,255,200.

   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.: 203,228 shares
   • Stratos Investment Management, LLC: 51,414 shares

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

5. period ended2025-06-30

   13F 255,656 shares

   Change vs previous 13F -12,508 shares

   0.13% of the 13F portfolio, value $12,136,039.

   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.: 199,696 shares
   • Stratos Wealth Advisors, LLC: 0 shares
   • Stratos Investment Management, LLC: 55,960 shares

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

6. period ended2025-03-31

   13F 268,164 shares

   Change vs previous 13F +255,853 shares

   0.11% of the 13F portfolio, value $11,721,491.

   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.: 207,590 shares
   • Stratos Wealth Advisors, LLC: 21,598 shares
   • Stratos Investment Management, LLC: 38,976 shares

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

7. period ended2024-12-31

   13F 12,311 shares

   Change vs previous 13F +649 shares

   0.01% of the 13F portfolio, value $557,365.

   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.: 7,082 shares
   • Stratos Wealth Advisors, LLC: 5,229 shares

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

8. period ended2024-09-30

   13F 11,662 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $588,464.

   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.: 6,446 shares
   • Stratos Wealth Advisors, LLC: 5,216 shares

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