Stratos Wealth Partners, LTD.: UCON position timeline

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

Stratos Wealth Partners, LTD. held 839,322 UCON 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 839,322 shares
Change vs previous 13F +18,995 shares
0.18% of the 13F portfolio, value $20,882,351.
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.: 807,842 shares
- Stratos Wealth Advisors, LLC: 31,480 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 820,327 shares
Change vs previous 13F +96,821 shares
0.19% of the 13F portfolio, value $20,319,515.
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.: 785,166 shares
- Stratos Wealth Advisors, LLC: 35,161 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 723,506 shares
Change vs previous 13F +643,506 shares
0.17% of the 13F portfolio, value $18,210,668.
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.: 688,132 shares
- Stratos Wealth Advisors, LLC: 35,374 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 80,000 shares
Change vs previous 13F -223,967 shares
0.02% of the 13F portfolio, value $2,015,082.
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.: 44,714 shares
- Stratos Wealth Advisors, LLC: 35,286 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 303,967 shares
Change vs previous 13F -54,550 shares
0.07% of the 13F portfolio, value $7,565,751.
13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Partners, LTD.: 47,969 shares
- Stratos Wealth Advisors, LLC: 34,727 shares
- Stratos Investment Management, LLC: 221,271 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 358,517 shares
Change vs previous 13F +246,056 shares
0.09% of the 13F portfolio, value $8,873,314.
13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Partners, LTD.: 47,732 shares
- Stratos Wealth Advisors, LLC: 138,585 shares
- Stratos Investment Management, LLC: 172,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 112,461 shares
Change vs previous 13F +24,714 shares
0.03% of the 13F portfolio, value $2,772,198.
13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 50,179 shares
- Stratos Wealth Advisors, LLC: 62,282 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 87,747 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $2,205,122.
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.: 47,416 shares
- Stratos Wealth Advisors, LLC: 40,331 shares
Acceptance time not in the bulk data set (spec §4.2).