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Stratos Wealth Partners, LTD.: FDVV position timeline

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

Stratos Wealth Partners, LTD. held 350,950 FDVV 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 350,950 shares
    Change vs previous 13F +4,760 shares

    0.17% of the 13F portfolio, value $21,158,820.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 47,197 shares
    • Stratos Investment Management, LLC: 303,753 shares

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

  2. period ended2026-03-31
    13F 346,190 shares
    Change vs previous 13F +14,382 shares

    0.17% of the 13F portfolio, value $19,123,582.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 41,328 shares
    • Stratos Investment Management, LLC: 304,862 shares

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

  3. period ended2025-12-31
    13F 331,808 shares
    Change vs previous 13F +3,173 shares

    0.17% of the 13F portfolio, value $18,810,225.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 38,332 shares
    • Stratos Investment Management, LLC: 293,476 shares

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

  4. period ended2025-09-30
    13F 328,635 shares
    Change vs previous 13F +77,538 shares

    0.17% of the 13F portfolio, value $18,308,275.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 28,562 shares
    • Stratos Investment Management, LLC: 300,073 shares

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

  5. period ended2025-06-30
    13F 251,097 shares
    Change vs previous 13F +244,997 shares

    0.14% of the 13F portfolio, value $13,062,124.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 11,085 shares
    • Stratos Investment Management, LLC: 240,012 shares

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

  6. period ended2025-03-31
    13F 6,100 shares
    Change vs previous 13F -27,747 shares

    <0.01% of the 13F portfolio, value $302,581.

    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 33,847 shares
    Change vs previous 13F +18,908 shares

    0.02% of the 13F portfolio, value $1,690,342.

    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 14,939 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $756,680.

    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).