Stratos Wealth Partners, LTD.: IYC position timeline

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

Stratos Wealth Partners, LTD. held 2,820 IYC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 2,820 shares
Change vs previous 13F +2,820 shares
0.01% of the 13F portfolio, value $285,169.
13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 0 shares
Change vs previous 13F -4,338 shares
13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Stratos Wealth Advisors, LLC: 0 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 4,338 shares
Change vs previous 13F -237 shares
0.01% of the 13F portfolio, value $447,386.
13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Stratos Wealth Advisors, LLC: 2,000 shares
- Stratos Investment Management, LLC: 2,338 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,575 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $479,547.
13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Stratos Wealth Advisors, LLC: 2,000 shares
- Stratos Investment Management, LLC: 2,575 shares
Acceptance time not in the bulk data set (spec §4.2).