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Stratos Wealth Partners, LTD.: UFEB position timeline

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

Stratos Wealth Partners, LTD. held 59,543 UFEB 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 59,543 shares
    Change vs previous 13F -3,379 shares

    0.13% of the 13F portfolio, value $2,301,337.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 62,922 shares
    Change vs previous 13F -459 shares

    0.14% of the 13F portfolio, value $2,284,069.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 63,381 shares
    Change vs previous 13F -10,265 shares

    0.11% of the 13F portfolio, value $2,331,476.

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

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

  4. period ended2025-09-30
    13F 73,646 shares
    Change vs previous 13F -2,250 shares

    0.13% of the 13F portfolio, value $2,635,790.

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

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

  5. period ended2025-06-30
    13F 75,896 shares
    Change vs previous 13F +49,598 shares

    0.14% of the 13F portfolio, value $2,604,045.

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

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

  6. period ended2025-03-31
    13F 26,298 shares
    Change vs previous 13F +3,854 shares

    0.05% of the 13F portfolio, value $851,792.

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

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

  7. period ended2024-12-31
    13F 22,444 shares
    Change vs previous 13F -873 shares

    0.04% of the 13F portfolio, value $746,712.

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

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

  8. period ended2024-09-30
    13F 23,317 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $758,735.

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

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