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Stratos Wealth Partners, LTD.: FEZ position timeline

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

Stratos Wealth Partners, LTD. held 9,050 FEZ 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 9,050 shares
    Change vs previous 13F +148 shares

    0.01% of the 13F portfolio, value $621,571.

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

    • Stratos Wealth Partners, LTD.: 5,344 shares
    • Stratos Wealth Advisors, LLC: 3,706 shares

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

  2. period ended2026-03-31
    13F 8,902 shares
    Change vs previous 13F -126,020 shares

    0.01% of the 13F portfolio, value $552,643.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 5,198 shares
    • Stratos Wealth Advisors, LLC: 3,704 shares

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

  3. period ended2025-12-31
    13F 134,922 shares
    Change vs previous 13F +7,077 shares

    0.08% of the 13F portfolio, value $8,687,629.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,133 shares
    • Stratos Wealth Advisors, LLC: 130,789 shares

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

  4. period ended2025-09-30
    13F 127,845 shares
    Change vs previous 13F +25,894 shares

    0.38% of the 13F portfolio, value $7,941,731.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    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 101,951 shares
    Change vs previous 13F +7,349 shares

    0.32% of the 13F portfolio, value $6,089,537.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    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 94,602 shares
    Change vs previous 13F +4,748 shares

    0.28% of the 13F portfolio, value $5,147,295.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    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 89,854 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,326,470.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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