Stratos Wealth Partners, LTD.: IWV position timeline

Stratos Wealth Partners, LTD. held 13,111 IWV 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 13,111 shares

   Change vs previous 13F -156 shares

   0.05% of the 13F portfolio, value $5,590,662.

   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.: 9,780 shares
   • Stratos Wealth Advisors, LLC: 3,331 shares

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

2. period ended2026-03-31

   13F 13,267 shares

   Change vs previous 13F -4,188 shares

   0.05% of the 13F portfolio, value $4,917,851.

   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.: 9,983 shares
   • Stratos Wealth Advisors, LLC: 3,284 shares

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

3. period ended2025-12-31

   13F 17,455 shares

   Change vs previous 13F -907 shares

   0.06% of the 13F portfolio, value $6,752,742.

   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.: 9,920 shares
   • Stratos Wealth Advisors, LLC: 7,535 shares

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

4. period ended2025-09-30

   13F 18,362 shares

   Change vs previous 13F -11 shares

   0.07% of the 13F portfolio, value $6,958,320.

   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.: 10,907 shares
   • Stratos Wealth Advisors, LLC: 7,455 shares

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

5. period ended2025-06-30

   13F 18,373 shares

   Change vs previous 13F +1,072 shares

   0.07% of the 13F portfolio, value $6,449,131.

   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.: 10,892 shares
   • Stratos Wealth Advisors, LLC: 7,481 shares

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

6. period ended2025-03-31

   13F 17,301 shares

   Change vs previous 13F -609 shares

   0.07% of the 13F portfolio, value $5,495,847.

   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.: 11,211 shares
   • Stratos Wealth Advisors, LLC: 6,090 shares

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

7. period ended2024-12-31

   13F 17,910 shares

   Change vs previous 13F +392 shares

   0.07% of the 13F portfolio, value $5,986,940.

   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.: 11,491 shares
   • Stratos Wealth Advisors, LLC: 6,419 shares

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

8. period ended2024-09-30

   13F 17,518 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $5,723,865.

   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.: 10,925 shares
   • Stratos Wealth Advisors, LLC: 6,593 shares

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