Stratos Wealth Partners, LTD.: EXC position timeline

Stratos Wealth Partners, LTD. held 81,843 EXC 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 81,843 shares

   Change vs previous 13F +4,849 shares

   0.03% of the 13F portfolio, value $3,815,564.

   13F-HR 0001707206-26-000004 filed by Stratos Investment Management, 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.: 19,040 shares
   • Stratos Investment Management, LLC: 62,803 shares

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

2. period ended2026-03-31

   13F 76,994 shares

   Change vs previous 13F +3,623 shares

   0.03% of the 13F portfolio, value $3,774,291.

   13F-HR 0001707206-26-000002 filed by Stratos Investment Management, 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.: 18,783 shares
   • Stratos Investment Management, LLC: 58,211 shares

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

3. period ended2025-12-31

   13F 73,371 shares

   Change vs previous 13F +3,557 shares

   0.03% of the 13F portfolio, value $3,198,300.

   13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Stratos Wealth Partners, LTD.: 18,153 shares
   • Stratos Investment Management, LLC: 55,218 shares

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

4. period ended2025-09-30

   13F 69,814 shares

   Change vs previous 13F +3,232 shares

   0.03% of the 13F portfolio, value $3,142,370.

   13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Stratos Wealth Partners, LTD.: 17,463 shares
   • Stratos Investment Management, LLC: 52,351 shares

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

5. period ended2025-06-30

   13F 66,582 shares

   Change vs previous 13F +48,491 shares

   0.03% of the 13F portfolio, value $2,891,055.

   13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Stratos Wealth Partners, LTD.: 17,827 shares
   • Stratos Investment Management, LLC: 48,755 shares

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

6. period ended2025-03-31

   13F 18,091 shares

   Change vs previous 13F -5,941 shares

   0.01% of the 13F portfolio, value $833,635.

   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.: 18,091 shares
   • Stratos Wealth Advisors, LLC: 0 shares

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

7. period ended2024-12-31

   13F 24,032 shares

   Change vs previous 13F +246 shares

   0.01% of the 13F portfolio, value $904,596.

   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.: 18,505 shares
   • Stratos Wealth Advisors, LLC: 5,527 shares

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

8. period ended2024-09-30

   13F 23,786 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $964,545.

   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.: 18,194 shares
   • Stratos Wealth Advisors, LLC: 5,592 shares

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