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Stratos Wealth Partners, LTD.: JPEF position timeline

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

Stratos Wealth Partners, LTD. held 360,268 JPEF 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 360,268 shares
    Change vs previous 13F +10,284 shares

    0.29% of the 13F portfolio, value $28,940,427.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    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 349,984 shares
    Change vs previous 13F +30,733 shares

    0.29% of the 13F portfolio, value $25,132,214.

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

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

  3. period ended2025-12-31
    13F 319,251 shares
    Change vs previous 13F +8,196 shares

    0.27% of the 13F portfolio, value $23,843,948.

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

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

  4. period ended2025-09-30
    13F 311,055 shares
    Change vs previous 13F -3,894 shares

    0.27% of the 13F portfolio, value $23,046,096.

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

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

  5. period ended2025-06-30
    13F 314,949 shares
    Change vs previous 13F +9,633 shares

    0.3% of the 13F portfolio, value $22,090,579.

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

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

  6. period ended2025-03-31
    13F 305,316 shares
    Change vs previous 13F +8,541 shares

    0.3% of the 13F portfolio, value $19,436,442.

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

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

  7. period ended2024-12-31
    13F 296,775 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $19,916,591.

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

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