Stratos Wealth Partners, LTD.: SDY position timeline

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

Stratos Wealth Partners, LTD. held 59,005 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 59,005 shares
Change vs previous 13F +100 shares
0.08% of the 13F portfolio, value $8,979,581.
13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Stratos Wealth Partners, LTD.: 53,168 shares
- Stratos Wealth Advisors, LLC: 5,837 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 58,905 shares
Change vs previous 13F -482 shares
0.08% of the 13F portfolio, value $8,596,766.
13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Stratos Wealth Partners, LTD.: 53,070 shares
- Stratos Wealth Advisors, LLC: 5,835 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 59,387 shares
Change vs previous 13F -339 shares
0.08% of the 13F portfolio, value $8,264,387.
13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Stratos Wealth Partners, LTD.: 53,463 shares
- Stratos Wealth Advisors, LLC: 5,924 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 59,726 shares
Change vs previous 13F +4,383 shares
0.08% of the 13F portfolio, value $8,364,766.
13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Stratos Wealth Partners, LTD.: 53,494 shares
- Stratos Wealth Advisors, LLC: 6,232 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 55,343 shares
Change vs previous 13F -1,337 shares
0.08% of the 13F portfolio, value $7,511,921.
13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Partners, LTD.: 49,027 shares
- Stratos Wealth Advisors, LLC: 6,316 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 56,680 shares
Change vs previous 13F -21,900 shares
0.09% of the 13F portfolio, value $7,690,481.
13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Partners, LTD.: 50,389 shares
- Stratos Wealth Advisors, LLC: 6,291 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 78,580 shares
Change vs previous 13F -269 shares
0.11% of the 13F portfolio, value $10,380,529.
13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 72,312 shares
- Stratos Wealth Advisors, LLC: 6,268 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 78,849 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $11,199,873.
13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Stratos Wealth Partners, LTD.: 72,530 shares
- Stratos Wealth Advisors, LLC: 6,319 shares
Acceptance time not in the bulk data set (spec §4.2).