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Stratos Wealth Partners, LTD.: HEQT position timeline

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

Stratos Wealth Partners, LTD. held 62,320 HEQT 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 62,320 shares
    Change vs previous 13F -2,192 shares

    0.11% of the 13F portfolio, value $2,090,216.

    13F-HR 0001707202-26-000004 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).

  2. period ended2026-03-31
    13F 64,512 shares
    Change vs previous 13F -6,489 shares

    0.12% of the 13F portfolio, value $2,032,133.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 64,512 shares
    • Stratos Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 71,001 shares
    Change vs previous 13F -769 shares

    0.05% of the 13F portfolio, value $2,275,604.

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

    • Stratos Wealth Advisors, LLC: 62,780 shares
    • Stratos Investment Management, LLC: 8,221 shares

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

  4. period ended2025-09-30
    13F 71,770 shares
    Change vs previous 13F -273,705 shares

    0.05% of the 13F portfolio, value $2,241,907.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 60,127 shares
    • Stratos Investment Management, LLC: 11,643 shares

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

  5. period ended2025-06-30
    13F 345,475 shares
    Change vs previous 13F +7,534 shares

    0.25% of the 13F portfolio, value $10,381,576.

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

    • Stratos Wealth Advisors, LLC: 54,497 shares
    • Stratos Investment Management, LLC: 290,978 shares

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

  6. period ended2025-03-31
    13F 337,941 shares
    Change vs previous 13F +170,774 shares

    0.26% of the 13F portfolio, value $9,656,697.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 140,793 shares
    • Stratos Investment Management, LLC: 197,148 shares

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

  7. period ended2024-12-31
    13F 167,167 shares
    Change vs previous 13F +9,849 shares

    0.24% of the 13F portfolio, value $4,928,104.

    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).

  8. period ended2024-09-30
    13F 157,318 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,543,367.

    13F-HR 0001085146-24-004983 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).