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Stratos Wealth Partners, LTD.: UPS position timeline

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

Stratos Wealth Partners, LTD. held 20,042 UPS 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 20,042 shares
    Change vs previous 13F -1,572 shares

    0.02% of the 13F portfolio, value $2,154,617.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    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 21,614 shares
    Change vs previous 13F -2,557 shares

    0.02% of the 13F portfolio, value $2,126,431.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    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 24,171 shares
    Change vs previous 13F -30,952 shares

    0.03% of the 13F portfolio, value $2,397,584.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 24,171 shares
    • Stratos Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 55,123 shares
    Change vs previous 13F -7,184 shares

    0.04% of the 13F portfolio, value $4,604,496.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 52,586 shares
    • Stratos Investment Management, LLC: 2,537 shares

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

  5. period ended2025-06-30
    13F 62,307 shares
    Change vs previous 13F -19,099 shares

    0.07% of the 13F portfolio, value $6,289,326.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 53,659 shares
    • Stratos Investment Management, LLC: 8,648 shares

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

  6. period ended2025-03-31
    13F 81,406 shares
    Change vs previous 13F +6,808 shares

    0.11% of the 13F portfolio, value $8,953,924.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 73,617 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 7,789 shares

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

  7. period ended2024-12-31
    13F 74,598 shares
    Change vs previous 13F -78 shares

    0.09% of the 13F portfolio, value $9,407,007.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 66,445 shares
    • Stratos Wealth Advisors, LLC: 1,763 shares
    • Stratos Investment Management, LLC: 6,390 shares

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

  8. period ended2024-09-30
    13F 74,676 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,181,531.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 64,613 shares
    • Stratos Wealth Advisors, LLC: 2,997 shares
    • Stratos Investment Management, LLC: 7,066 shares

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