Stratos Wealth Partners, LTD.: USAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on USAI, newest first. How the timeline and the estimate are built.
Stratos Wealth Partners, LTD. held 4,590 USAI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,590 sharesChange vs previous 13F -756 shares
0.01% of the 13F portfolio, value $208,839.
13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,346 sharesChange vs previous 13F -163 shares
0.02% of the 13F portfolio, value $251,210.
13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,509 sharesChange vs previous 13F -60,680 shares
0.01% of the 13F portfolio, value $210,182.
13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingested- Stratos Wealth Advisors, LLC: 5,509 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 66,189 sharesChange vs previous 13F -3,666 shares
0.11% of the 13F portfolio, value $2,637,374.
13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Stratos Wealth Advisors, LLC: 0 shares
- Stratos Investment Management, LLC: 66,189 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,855 sharesChange vs previous 13F -384 shares
0.07% of the 13F portfolio, value $2,844,084.
13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Stratos Wealth Advisors, LLC: 5,194 shares
- Stratos Investment Management, LLC: 64,661 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 70,239 sharesChange vs previous 13F -9,451 shares
0.08% of the 13F portfolio, value $2,887,594.
13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Stratos Wealth Advisors, LLC: 26,369 shares
- Stratos Investment Management, LLC: 43,870 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 79,690 sharesChange vs previous 13F +592 shares
0.15% of the 13F portfolio, value $3,170,005.
13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 79,098 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $2,769,388.
13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).