Stratos Wealth Partners, LTD.: USFR position timeline

Stratos Wealth Partners, LTD. held 229,492 USFR 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 229,492 shares

   Change vs previous 13F +37,061 shares

   0.1% of the 13F portfolio, value $11,555,000.

   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.: 117,526 shares
   • Stratos Wealth Advisors, LLC: 111,966 shares

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

2. period ended2026-03-31

   13F 192,431 shares

   Change vs previous 13F -46,623 shares

   0.11% of the 13F portfolio, value $9,686,986.

   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

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

3. period ended2025-12-31

   13F 239,054 shares

   Change vs previous 13F +22,281 shares

   0.14% of the 13F portfolio, value $12,029,226.

   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.: 239,054 shares
   • Stratos Wealth Advisors, LLC: 0 shares

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

4. period ended2025-09-30

   13F 216,773 shares

   Change vs previous 13F -37,096 shares

   0.1% of the 13F portfolio, value $10,897,246.

   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.: 204,594 shares
   • Stratos Wealth Advisors, LLC: 12,179 shares

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

5. period ended2025-06-30

   13F 253,869 shares

   Change vs previous 13F +9,401 shares

   0.14% of the 13F portfolio, value $12,772,219.

   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.: 213,068 shares
   • Stratos Wealth Advisors, LLC: 40,801 shares
   • Stratos Investment Management, LLC: 0 shares

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

6. period ended2025-03-31

   13F 244,468 shares

   Change vs previous 13F -90,888 shares

   0.12% of the 13F portfolio, value $12,304,103.

   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.: 216,927 shares
   • Stratos Wealth Advisors, LLC: 17,304 shares
   • Stratos Investment Management, LLC: 10,237 shares

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

7. period ended2024-12-31

   13F 335,356 shares

   Change vs previous 13F -49,237 shares

   0.18% of the 13F portfolio, value $16,875,166.

   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.: 292,671 shares
   • Stratos Wealth Advisors, LLC: 42,685 shares

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

8. period ended2024-09-30

   13F 384,593 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $19,314,316.

   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.: 345,249 shares
   • Stratos Wealth Advisors, LLC: 39,344 shares

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