Stratos Wealth Partners, LTD.: SOXX position timeline

Stratos Wealth Partners, LTD. held 21,541 SOXX 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 21,541 shares

   Change vs previous 13F +2,327 shares

   0.1% of the 13F portfolio, value $13,803,245.

   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.: 16,808 shares
   • Stratos Wealth Advisors, LLC: 4,072 shares
   • Stratos Investment Management, LLC: 661 shares

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

2. period ended2026-03-31

   13F 19,214 shares

   Change vs previous 13F +338 shares

   0.06% of the 13F portfolio, value $6,315,260.

   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.: 14,296 shares
   • Stratos Wealth Advisors, LLC: 4,918 shares

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

3. period ended2025-12-31

   13F 18,876 shares

   Change vs previous 13F +3,770 shares

   0.05% of the 13F portfolio, value $5,684,944.

   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.: 13,846 shares
   • Stratos Wealth Advisors, LLC: 5,030 shares

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

4. period ended2025-09-30

   13F 15,106 shares

   Change vs previous 13F -15 shares

   0.04% of the 13F portfolio, value $4,095,940.

   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.: 12,971 shares
   • Stratos Wealth Advisors, LLC: 2,135 shares

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

5. period ended2025-06-30

   13F 15,121 shares

   Change vs previous 13F -596 shares

   0.04% of the 13F portfolio, value $3,609,526.

   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.: 13,022 shares
   • Stratos Wealth Advisors, LLC: 2,099 shares
   • Stratos Investment Management, LLC: 0 shares

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

6. period ended2025-03-31

   13F 15,717 shares

   Change vs previous 13F +32 shares

   0.03% of the 13F portfolio, value $2,957,490.

   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.: 12,637 shares
   • Stratos Wealth Advisors, LLC: 2,009 shares
   • Stratos Investment Management, LLC: 1,071 shares

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

7. period ended2024-12-31

   13F 15,685 shares

   Change vs previous 13F -4,723 shares

   0.04% of the 13F portfolio, value $3,380,216.

   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.: 13,792 shares
   • Stratos Wealth Advisors, LLC: 1,893 shares

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

8. period ended2024-09-30

   13F 20,408 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $4,705,976.

   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.: 15,912 shares
   • Stratos Wealth Advisors, LLC: 4,496 shares

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