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Stratos Wealth Partners, LTD.: JEPI position timeline

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

Stratos Wealth Partners, LTD. held 177,493 JEPI 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 177,493 shares
    Change vs previous 13F -241,625 shares

    0.07% of the 13F portfolio, value $10,024,919.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 88,170 shares
    • Stratos Wealth Advisors, LLC: 35,247 shares
    • Stratos Investment Management, LLC: 54,076 shares

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

  2. period ended2026-03-31
    13F 419,118 shares
    Change vs previous 13F -76,630 shares

    0.18% of the 13F portfolio, value $23,755,691.

    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.: 108,412 shares
    • Stratos Wealth Advisors, LLC: 37,415 shares
    • Stratos Investment Management, LLC: 273,291 shares

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

  3. period ended2025-12-31
    13F 495,748 shares
    Change vs previous 13F -273,916 shares

    0.21% of the 13F portfolio, value $28,376,715.

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

    • Stratos Wealth Partners, LTD.: 83,900 shares
    • Stratos Wealth Advisors, LLC: 50,786 shares
    • Stratos Investment Management, LLC: 361,062 shares

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

  4. period ended2025-09-30
    13F 769,664 shares
    Change vs previous 13F +98,190 shares

    0.34% of the 13F portfolio, value $43,947,855.

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

    • Stratos Wealth Partners, LTD.: 85,163 shares
    • Stratos Wealth Advisors, LLC: 51,181 shares
    • Stratos Investment Management, LLC: 633,320 shares

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

  5. period ended2025-06-30
    13F 671,474 shares
    Change vs previous 13F +100,982 shares

    0.33% of the 13F portfolio, value $38,173,368.

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

    • Stratos Wealth Partners, LTD.: 88,374 shares
    • Stratos Wealth Advisors, LLC: 59,070 shares
    • Stratos Investment Management, LLC: 524,030 shares

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

  6. period ended2025-03-31
    13F 570,492 shares
    Change vs previous 13F +72,829 shares

    0.32% of the 13F portfolio, value $32,597,942.

    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.: 49,867 shares
    • Stratos Wealth Advisors, LLC: 75,658 shares
    • Stratos Investment Management, LLC: 444,967 shares

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

  7. period ended2024-12-31
    13F 497,663 shares
    Change vs previous 13F +31,625 shares

    0.26% of the 13F portfolio, value $28,630,628.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 54,396 shares
    • Stratos Wealth Advisors, LLC: 103,441 shares
    • Stratos Investment Management, LLC: 339,826 shares

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

  8. period ended2024-09-30
    13F 466,038 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $27,734,038.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 48,206 shares
    • Stratos Wealth Advisors, LLC: 105,717 shares
    • Stratos Investment Management, LLC: 312,115 shares

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