Stratos Wealth Partners, LTD.: IUSV position timeline

Stratos Wealth Partners, LTD. held 125,400 IUSV 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 125,400 shares

   Change vs previous 13F +4,438 shares

   0.12% of the 13F portfolio, value $13,812,894.

   13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Stratos Wealth Partners, LTD.: 115,040 shares
   • Stratos Wealth Advisors, LLC: 10,360 shares

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

2. period ended2026-03-31

   13F 120,962 shares

   Change vs previous 13F +1,868 shares

   0.12% of the 13F portfolio, value $12,368,518.

   13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Stratos Wealth Partners, LTD.: 110,745 shares
   • Stratos Wealth Advisors, LLC: 10,217 shares

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

3. period ended2025-12-31

   13F 119,094 shares

   Change vs previous 13F -8,474 shares

   0.11% of the 13F portfolio, value $12,211,926.

   13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Stratos Wealth Partners, LTD.: 108,890 shares
   • Stratos Wealth Advisors, LLC: 10,204 shares

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

4. period ended2025-09-30

   13F 127,568 shares

   Change vs previous 13F -6,808 shares

   0.12% of the 13F portfolio, value $12,750,528.

   13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Stratos Wealth Partners, LTD.: 117,436 shares
   • Stratos Wealth Advisors, LLC: 10,132 shares

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

5. period ended2025-06-30

   13F 134,376 shares

   Change vs previous 13F +1,476 shares

   0.14% of the 13F portfolio, value $12,716,108.

   13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Stratos Wealth Partners, LTD.: 124,246 shares
   • Stratos Wealth Advisors, LLC: 10,130 shares

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

6. period ended2025-03-31

   13F 132,900 shares

   Change vs previous 13F -10,521 shares

   0.15% of the 13F portfolio, value $12,265,406.

   13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Stratos Wealth Partners, LTD.: 123,030 shares
   • Stratos Wealth Advisors, LLC: 9,870 shares

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

7. period ended2024-12-31

   13F 143,421 shares

   Change vs previous 13F +2,873 shares

   0.14% of the 13F portfolio, value $13,279,493.

   13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • Stratos Wealth Partners, LTD.: 133,554 shares
   • Stratos Wealth Advisors, LLC: 9,867 shares

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

8. period ended2024-09-30

   13F 140,548 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $13,420,935.

   13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Stratos Wealth Partners, LTD.: 130,753 shares
   • Stratos Wealth Advisors, LLC: 9,795 shares

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