Stratos Wealth Partners, LTD.: SPHQ position timeline

Stratos Wealth Partners, LTD. held 487,554 SPHQ 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 487,554 shares

   Change vs previous 13F +13,448 shares

   0.37% of the 13F portfolio, value $43,928,695.

   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.: 467,766 shares
   • Stratos Wealth Advisors, LLC: 19,788 shares

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

2. period ended2026-03-31

   13F 474,106 shares

   Change vs previous 13F -183,868 shares

   0.34% of the 13F portfolio, value $35,648,129.

   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.: 454,647 shares
   • Stratos Wealth Advisors, LLC: 19,459 shares

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

3. period ended2025-12-31

   13F 657,974 shares

   Change vs previous 13F +20,212 shares

   0.45% of the 13F portfolio, value $49,381,015.

   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.: 641,159 shares
   • Stratos Wealth Advisors, LLC: 16,815 shares

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

4. period ended2025-09-30

   13F 637,762 shares

   Change vs previous 13F +90,157 shares

   0.44% of the 13F portfolio, value $46,741,657.

   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.: 621,623 shares
   • Stratos Wealth Advisors, LLC: 16,139 shares

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

5. period ended2025-06-30

   13F 547,605 shares

   Change vs previous 13F -174,103 shares

   0.42% of the 13F portfolio, value $39,022,361.

   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.: 531,359 shares
   • Stratos Wealth Advisors, LLC: 16,246 shares

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

6. period ended2025-03-31

   13F 721,708 shares

   Change vs previous 13F +301,090 shares

   0.57% of the 13F portfolio, value $47,878,138.

   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.: 706,127 shares
   • Stratos Wealth Advisors, LLC: 15,581 shares

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

7. period ended2024-12-31

   13F 420,618 shares

   Change vs previous 13F +34,997 shares

   0.31% of the 13F portfolio, value $28,194,109.

   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.: 404,554 shares
   • Stratos Wealth Advisors, LLC: 16,064 shares

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

8. period ended2024-09-30

   13F 385,621 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $25,940,783.

   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.: 369,544 shares
   • Stratos Wealth Advisors, LLC: 16,077 shares

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