Stratos Wealth Partners, LTD.: URI position timeline

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

Stratos Wealth Partners, LTD. held 14,749 URI 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 14,749 shares
Change vs previous 13F -175 shares
0.12% of the 13F portfolio, value $16,710,418.
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.: 11,386 shares
- Stratos Wealth Advisors, LLC: 731 shares
- Stratos Investment Management, LLC: 2,632 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,924 shares
Change vs previous 13F +2,777 shares
0.08% of the 13F portfolio, value $10,873,995.
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.: 11,347 shares
- Stratos Wealth Advisors, LLC: 736 shares
- Stratos Investment Management, LLC: 2,841 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,147 shares
Change vs previous 13F -136 shares
0.09% of the 13F portfolio, value $9,831,606.
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.: 11,419 shares
- Stratos Wealth Advisors, LLC: 728 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 12,283 shares
Change vs previous 13F +255 shares
0.11% of the 13F portfolio, value $11,726,907.
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.: 11,426 shares
- Stratos Wealth Advisors, LLC: 857 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 12,028 shares
Change vs previous 13F -617 shares
0.1% of the 13F portfolio, value $9,062,645.
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.: 11,254 shares
- Stratos Wealth Advisors, LLC: 774 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 12,645 shares
Change vs previous 13F -1,301 shares
0.09% of the 13F portfolio, value $7,925,264.
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.: 11,961 shares
- Stratos Wealth Advisors, LLC: 684 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 13,946 shares
Change vs previous 13F +112 shares
0.11% of the 13F portfolio, value $9,824,853.
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.: 13,304 shares
- Stratos Wealth Advisors, LLC: 642 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 13,834 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $11,202,432.
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.: 13,274 shares
- Stratos Wealth Advisors, LLC: 560 shares
Acceptance time not in the bulk data set (spec §4.2).