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Stratos Wealth Partners, LTD.: PFXF position timeline

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

Stratos Wealth Partners, LTD. held 72,235 PFXF 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 72,235 shares
    Change vs previous 13F -4,121 shares

    0.01% of the 13F portfolio, value $1,288,683.

    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.: 20,945 shares
    • Stratos Investment Management, LLC: 51,290 shares

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

  2. period ended2026-03-31
    13F 76,356 shares
    Change vs previous 13F -657 shares

    0.01% of the 13F portfolio, value $1,339,301.

    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.: 22,446 shares
    • Stratos Investment Management, LLC: 53,910 shares

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

  3. period ended2025-12-31
    13F 77,013 shares
    Change vs previous 13F +2,495 shares

    0.01% of the 13F portfolio, value $1,360,063.

    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.: 23,916 shares
    • Stratos Investment Management, LLC: 53,097 shares

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

  4. period ended2025-09-30
    13F 74,518 shares
    Change vs previous 13F -961 shares

    0.01% of the 13F portfolio, value $1,324,196.

    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.: 23,453 shares
    • Stratos Investment Management, LLC: 51,065 shares

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

  5. period ended2025-06-30
    13F 75,479 shares
    Change vs previous 13F +19,660 shares

    0.01% of the 13F portfolio, value $1,292,222.

    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.: 27,634 shares
    • Stratos Investment Management, LLC: 47,845 shares

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

  6. period ended2025-03-31
    13F 55,819 shares
    Change vs previous 13F +779 shares

    0.01% of the 13F portfolio, value $935,539.

    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 55,040 shares
    Change vs previous 13F -10,599 shares

    0.01% of the 13F portfolio, value $949,457.

    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).

  8. period ended2024-09-30
    13F 65,639 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,198,574.

    13F-HR 0001085146-24-004982 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).