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Stratos Wealth Partners, LTD.: JEPQ position timeline

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

Stratos Wealth Partners, LTD. held 150,952 JEPQ 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 150,952 shares
    Change vs previous 13F -67,267 shares

    0.06% of the 13F portfolio, value $9,277,540.

    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.: 133,710 shares
    • Stratos Wealth Advisors, LLC: 11,500 shares
    • Stratos Investment Management, LLC: 5,742 shares

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

  2. period ended2026-03-31
    13F 218,219 shares
    Change vs previous 13F +28,166 shares

    0.09% of the 13F portfolio, value $12,115,640.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 157,056 shares
    • Stratos Wealth Advisors, LLC: 55,422 shares
    • Stratos Investment Management, LLC: 5,741 shares

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

  3. period ended2025-12-31
    13F 190,053 shares
    Change vs previous 13F -10,891 shares

    0.08% of the 13F portfolio, value $11,045,973.

    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.: 125,682 shares
    • Stratos Wealth Advisors, LLC: 58,631 shares
    • Stratos Investment Management, LLC: 5,740 shares

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

  4. period ended2025-09-30
    13F 200,944 shares
    Change vs previous 13F +31,433 shares

    0.09% of the 13F portfolio, value $11,558,359.

    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.: 142,371 shares
    • Stratos Wealth Advisors, LLC: 52,833 shares
    • Stratos Investment Management, LLC: 5,740 shares

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

  5. period ended2025-06-30
    13F 169,511 shares
    Change vs previous 13F -187 shares

    0.08% of the 13F portfolio, value $9,221,489.

    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.: 133,580 shares
    • Stratos Wealth Advisors, LLC: 29,685 shares
    • Stratos Investment Management, LLC: 6,246 shares

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

  6. period ended2025-03-31
    13F 169,698 shares
    Change vs previous 13F +4,925 shares

    0.09% of the 13F portfolio, value $8,787,071.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 122,266 shares
    • Stratos Wealth Advisors, LLC: 32,654 shares
    • Stratos Investment Management, LLC: 14,778 shares

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

  7. period ended2024-12-31
    13F 164,773 shares
    Change vs previous 13F +7,292 shares

    0.09% of the 13F portfolio, value $9,289,907.

    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.: 117,791 shares
    • Stratos Wealth Advisors, LLC: 41,263 shares
    • Stratos Investment Management, LLC: 5,719 shares

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

  8. period ended2024-09-30
    13F 157,481 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,650,504.

    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.: 109,862 shares
    • Stratos Wealth Advisors, LLC: 41,900 shares
    • Stratos Investment Management, LLC: 5,719 shares

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