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Stratos Wealth Partners, LTD.: IYF position timeline

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

Stratos Wealth Partners, LTD. held 13,661 IYF 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 13,661 shares
    Change vs previous 13F +1,955 shares

    0.01% of the 13F portfolio, value $1,742,003.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,054 shares
    • Stratos Investment Management, LLC: 7,607 shares

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

  2. period ended2026-03-31
    13F 11,706 shares
    Change vs previous 13F -26,197 shares

    0.01% of the 13F portfolio, value $1,377,378.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,892 shares
    • Stratos Investment Management, LLC: 6,814 shares

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

  3. period ended2025-12-31
    13F 37,903 shares
    Change vs previous 13F -11,679 shares

    0.04% of the 13F portfolio, value $4,886,963.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 30,877 shares
    • Stratos Investment Management, LLC: 7,026 shares

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

  4. period ended2025-09-30
    13F 49,582 shares
    Change vs previous 13F +16,091 shares

    0.06% of the 13F portfolio, value $6,279,258.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 42,689 shares
    • Stratos Investment Management, LLC: 6,893 shares

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

  5. period ended2025-06-30
    13F 33,491 shares
    Change vs previous 13F +23,695 shares

    0.04% of the 13F portfolio, value $4,052,133.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 27,678 shares
    • Stratos Investment Management, LLC: 5,813 shares

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

  6. period ended2025-03-31
    13F 9,796 shares
    Change vs previous 13F -2,290 shares

    0.01% of the 13F portfolio, value $1,105,524.

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

    • Stratos Wealth Partners, LTD.: 4,127 shares
    • Stratos Investment Management, LLC: 5,669 shares

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

  7. period ended2024-12-31
    13F 12,086 shares
    Change vs previous 13F +161 shares

    0.02% of the 13F portfolio, value $1,336,501.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,570 shares
    • Stratos Investment Management, LLC: 5,516 shares

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

  8. period ended2024-09-30
    13F 11,925 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,239,100.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,656 shares
    • Stratos Investment Management, LLC: 5,269 shares

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