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Stratos Wealth Partners, LTD.: SGOV position timeline

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

Stratos Wealth Partners, LTD. held 205,229 SGOV 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 205,229 shares
    Change vs previous 13F -8,331 shares

    0.18% of the 13F portfolio, value $20,660,416.

    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.: 129,055 shares
    • Stratos Wealth Advisors, LLC: 76,174 shares

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

  2. period ended2026-03-31
    13F 213,560 shares
    Change vs previous 13F -178,534 shares

    0.21% of the 13F portfolio, value $21,497,056.

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

    • Stratos Wealth Partners, LTD.: 121,919 shares
    • Stratos Wealth Advisors, LLC: 91,641 shares

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

  3. period ended2025-12-31
    13F 392,094 shares
    Change vs previous 13F -24,921 shares

    0.36% of the 13F portfolio, value $39,358,447.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 122,553 shares
    • Stratos Wealth Advisors, LLC: 269,541 shares

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

  4. period ended2025-09-30
    13F 417,015 shares
    Change vs previous 13F +98,951 shares

    0.4% of the 13F portfolio, value $41,993,454.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 106,985 shares
    • Stratos Wealth Advisors, LLC: 310,030 shares

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

  5. period ended2025-06-30
    13F 318,064 shares
    Change vs previous 13F -223,567 shares

    0.34% of the 13F portfolio, value $32,025,977.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 84,235 shares
    • Stratos Wealth Advisors, LLC: 233,829 shares

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

  6. period ended2025-03-31
    13F 541,631 shares
    Change vs previous 13F +29,939 shares

    0.65% of the 13F portfolio, value $54,526,125.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 81,065 shares
    • Stratos Wealth Advisors, LLC: 460,566 shares

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

  7. period ended2024-12-31
    13F 511,692 shares
    Change vs previous 13F -95,358 shares

    0.56% of the 13F portfolio, value $51,332,980.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 76,077 shares
    • Stratos Wealth Advisors, LLC: 435,615 shares

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

  8. period ended2024-09-30
    13F 607,050 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $61,142,234.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 76,261 shares
    • Stratos Wealth Advisors, LLC: 530,789 shares

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