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Stratos Wealth Partners, LTD.: URA position timeline

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

Stratos Wealth Partners, LTD. held 36,420 URA 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 36,420 shares
    Change vs previous 13F +360 shares

    0.01% of the 13F portfolio, value $1,591,596.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 11,865 shares
    • Stratos Investment Management, LLC: 24,555 shares

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

  2. period ended2026-03-31
    13F 36,060 shares
    Change vs previous 13F -3,099 shares

    0.02% of the 13F portfolio, value $1,746,465.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 10,871 shares
    • Stratos Investment Management, LLC: 25,189 shares

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

  3. period ended2025-12-31
    13F 39,159 shares
    Change vs previous 13F +2,055 shares

    0.01% of the 13F portfolio, value $1,673,308.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 14,316 shares
    • Stratos Investment Management, LLC: 24,843 shares

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

  4. period ended2025-09-30
    13F 37,104 shares
    Change vs previous 13F +14,449 shares

    0.02% of the 13F portfolio, value $1,768,797.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 12,080 shares
    • Stratos Investment Management, LLC: 25,024 shares

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

  5. period ended2025-06-30
    13F 22,655 shares
    Change vs previous 13F +8,735 shares

    0.01% of the 13F portfolio, value $879,280.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 8,637 shares
    • Stratos Investment Management, LLC: 14,018 shares

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

  6. period ended2025-03-31
    13F 13,920 shares
    Change vs previous 13F +13,920 shares

    0.02% of the 13F portfolio, value $319,065.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-004982 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).

    Exited: the 13F for this period no longer lists the position.