Stratos Wealth Partners, LTD.: IWB position timeline

Stratos Wealth Partners, LTD. held 34,942 IWB 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 34,942 shares

   Change vs previous 13F +3,169 shares

   0.12% of the 13F portfolio, value $14,308,982.

   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.: 33,599 shares
   • Stratos Wealth Advisors, LLC: 1,343 shares

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

2. period ended2026-03-31

   13F 31,773 shares

   Change vs previous 13F -6,790 shares

   0.11% of the 13F portfolio, value $11,329,198.

   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.: 30,430 shares
   • Stratos Wealth Advisors, LLC: 1,343 shares

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

3. period ended2025-12-31

   13F 38,563 shares

   Change vs previous 13F -599 shares

   0.13% of the 13F portfolio, value $14,401,310.

   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.: 31,256 shares
   • Stratos Wealth Advisors, LLC: 7,307 shares

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

4. period ended2025-09-30

   13F 39,162 shares

   Change vs previous 13F +256 shares

   0.14% of the 13F portfolio, value $14,313,505.

   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.: 31,721 shares
   • Stratos Wealth Advisors, LLC: 7,441 shares

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

5. period ended2025-06-30

   13F 38,906 shares

   Change vs previous 13F +1,142 shares

   0.14% of the 13F portfolio, value $13,211,755.

   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.: 31,382 shares
   • Stratos Wealth Advisors, LLC: 7,524 shares

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

6. period ended2025-03-31

   13F 37,764 shares

   Change vs previous 13F -4,418 shares

   0.14% of the 13F portfolio, value $11,583,930.

   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.: 31,408 shares
   • Stratos Wealth Advisors, LLC: 6,356 shares

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

7. period ended2024-12-31

   13F 42,182 shares

   Change vs previous 13F -2,285 shares

   0.15% of the 13F portfolio, value $13,589,765.

   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.: 34,330 shares
   • Stratos Wealth Advisors, LLC: 7,852 shares

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

8. period ended2024-09-30

   13F 44,467 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $13,980,087.

   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.: 36,421 shares
   • Stratos Wealth Advisors, LLC: 8,046 shares

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