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Stratos Wealth Partners, LTD.: GVAL position timeline

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

Stratos Wealth Partners, LTD. held 699,615 GVAL 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 699,615 shares
    Change vs previous 13F +277,019 shares

    0.17% of the 13F portfolio, value $25,200,160.

    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.: 7,502 shares
    • Stratos Wealth Advisors, LLC: 13,701 shares
    • Stratos Investment Management, LLC: 678,412 shares

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

  2. period ended2026-03-31
    13F 422,596 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $14,017,541.

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

    • Stratos Wealth Advisors, LLC: 14,297 shares
    • Stratos Investment Management, LLC: 408,299 shares

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