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Stratos Wealth Partners, LTD.: PHDG position timeline

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

Stratos Wealth Partners, LTD. held 12,954 PHDG 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 12,954 shares
    Change vs previous 13F -6,486 shares

    0.01% of the 13F portfolio, value $530,374.

    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 19,440 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $734,571.

    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 19,679 shares
    Change vs previous 13F -1,761 shares

    0.01% of the 13F portfolio, value $736,834.

    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 21,440 shares
    Change vs previous 13F -3,882 shares

    0.01% of the 13F portfolio, value $798,535.

    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 25,322 shares
    Change vs previous 13F -5,929 shares

    0.01% of the 13F portfolio, value $893,631.

    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 31,251 shares
    Change vs previous 13F -135 shares

    0.02% of the 13F portfolio, value $1,140,073.

    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 31,386 shares
    Change vs previous 13F -3,017 shares

    0.02% of the 13F portfolio, value $1,169,165.

    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 34,403 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,314,557.

    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).