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Stratos Wealth Partners, LTD.: RDVI position timeline

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

Stratos Wealth Partners, LTD. held 586,320 RDVI 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 586,320 shares
    Change vs previous 13F -28,825 shares

    0.15% of the 13F portfolio, value $17,237,835.

    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.: 579,456 shares
    • Stratos Wealth Advisors, LLC: 6,864 shares

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

  2. period ended2026-03-31
    13F 615,145 shares
    Change vs previous 13F +362,521 shares

    0.18% of the 13F portfolio, value $15,716,959.

    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 252,624 shares
    Change vs previous 13F +75,674 shares

    0.07% of the 13F portfolio, value $6,628,874.

    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 176,950 shares
    Change vs previous 13F +13,311 shares

    0.05% of the 13F portfolio, value $4,574,161.

    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 163,639 shares
    Change vs previous 13F +139,977 shares

    0.05% of the 13F portfolio, value $4,043,521.

    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 23,662 shares
    Change vs previous 13F +15,216 shares

    0.01% of the 13F portfolio, value $561,285.

    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 8,446 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,748.

    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).