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Stratos Wealth Partners, LTD.: IYZ position timeline

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

Stratos Wealth Partners, LTD. held 13,822 IYZ 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 13,822 shares
    Change vs previous 13F +1,160 shares

    0.02% of the 13F portfolio, value $584,811.

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

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

  2. period ended2026-03-31
    13F 12,662 shares
    Change vs previous 13F -6,732 shares

    0.02% of the 13F portfolio, value $497,870.

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

    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 12,662 shares

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

  3. period ended2025-12-31
    13F 19,394 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $657,485.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 8,379 shares
    • Stratos Investment Management, LLC: 11,015 shares

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

  4. period ended2025-09-30
    13F 18,941 shares
    Change vs previous 13F +11,150 shares

    0.01% of the 13F portfolio, value $611,064.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 8,125 shares
    • Stratos Investment Management, LLC: 10,816 shares

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

  5. period ended2025-06-30
    13F 7,791 shares
    Change vs previous 13F -9,506 shares

    0.01% of the 13F portfolio, value $232,016.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 7,791 shares

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

  6. period ended2025-03-31
    13F 17,297 shares
    Change vs previous 13F +7,840 shares

    0.01% of the 13F portfolio, value $473,765.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 8,705 shares
    • Stratos Investment Management, LLC: 8,592 shares

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

  7. period ended2024-12-31
    13F 9,457 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,731.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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