Stratos Wealth Partners, LTD.: SMH position timeline

Stratos Wealth Partners, LTD. held 24,304 SMH 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 24,304 shares

   Change vs previous 13F +672 shares

   0.14% of the 13F portfolio, value $15,941,485.

   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.: 23,145 shares
   • Stratos Wealth Advisors, LLC: 1,159 shares

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

2. period ended2026-03-31

   13F 23,632 shares

   Change vs previous 13F -2,588 shares

   0.09% of the 13F portfolio, value $9,060,887.

   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.: 22,363 shares
   • Stratos Wealth Advisors, LLC: 1,269 shares

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

3. period ended2025-12-31

   13F 26,220 shares

   Change vs previous 13F +221 shares

   0.09% of the 13F portfolio, value $9,442,738.

   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.: 25,207 shares
   • Stratos Wealth Advisors, LLC: 1,013 shares

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

4. period ended2025-09-30

   13F 25,999 shares

   Change vs previous 13F +2,458 shares

   0.08% of the 13F portfolio, value $8,485,421.

   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.: 24,983 shares
   • Stratos Wealth Advisors, LLC: 1,016 shares

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

5. period ended2025-06-30

   13F 23,541 shares

   Change vs previous 13F +1,394 shares

   0.07% of the 13F portfolio, value $6,565,511.

   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.: 22,599 shares
   • Stratos Wealth Advisors, LLC: 942 shares

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

6. period ended2025-03-31

   13F 22,147 shares

   Change vs previous 13F -2,996 shares

   0.07% of the 13F portfolio, value $4,683,480.

   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

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

7. period ended2024-12-31

   13F 25,143 shares

   Change vs previous 13F -362 shares

   0.09% of the 13F portfolio, value $6,089,041.

   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

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

8. period ended2024-09-30

   13F 25,505 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $6,260,369.

   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

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