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Stratos Wealth Partners, LTD.: HEI position timeline

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

Stratos Wealth Partners, LTD. held 33,283 HEI 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 33,283 shares
    Change vs previous 13F +1,141 shares

    0.12% of the 13F portfolio, value $11,855,312.

    13F-HR 0001612865-26-000004 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).

  2. period ended2026-03-31
    13F 32,142 shares
    Change vs previous 13F +169 shares

    0.1% of the 13F portfolio, value $8,813,516.

    13F-HR 0001612865-26-000002 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).

  3. period ended2025-12-31
    13F 31,973 shares
    Change vs previous 13F +63 shares

    0.12% of the 13F portfolio, value $10,346,376.

    13F-HR 0001612865-26-000001 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).

  4. period ended2025-09-30
    13F 31,910 shares
    Change vs previous 13F +73 shares

    0.12% of the 13F portfolio, value $10,301,374.

    13F-HR 0001612865-25-000004 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).

  5. period ended2025-06-30
    13F 31,837 shares
    Change vs previous 13F -554 shares

    0.14% of the 13F portfolio, value $10,442,669.

    13F-HR 0001085146-25-004229 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).

  6. period ended2025-03-31
    13F 32,391 shares
    Change vs previous 13F +204 shares

    0.13% of the 13F portfolio, value $8,654,660.

    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 32,187 shares
    Change vs previous 13F +8 shares

    0.11% of the 13F portfolio, value $7,652,218.

    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 32,179 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,414,278.

    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).