Stratos Wealth Partners, LTD.: USIG position timeline

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

Stratos Wealth Partners, LTD. held 56,166 USIG 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 56,166 shares
Change vs previous 13F +184 shares
0.02% of the 13F portfolio, value $2,880,794.
13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Stratos Wealth Partners, LTD.: 5,481 shares
- Stratos Investment Management, LLC: 50,685 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 55,982 shares
Change vs previous 13F +5,099 shares
0.03% of the 13F portfolio, value $2,868,042.
13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Stratos Wealth Partners, LTD.: 4,998 shares
- Stratos Investment Management, LLC: 50,984 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 50,883 shares
Change vs previous 13F +2,023 shares
0.02% of the 13F portfolio, value $2,634,221.
13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Stratos Wealth Partners, LTD.: 6,011 shares
- Stratos Investment Management, LLC: 44,872 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 48,860 shares
Change vs previous 13F +3,861 shares
0.02% of the 13F portfolio, value $2,551,504.
13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Stratos Wealth Partners, LTD.: 5,326 shares
- Stratos Investment Management, LLC: 43,534 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 44,999 shares
Change vs previous 13F -4,093 shares
0.11% of the 13F portfolio, value $2,314,788.
13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Partners, LTD.: 0 shares
- Stratos Investment Management, LLC: 44,999 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 49,092 shares
Change vs previous 13F -11,372 shares
0.03% of the 13F portfolio, value $2,507,688.
13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Partners, LTD.: 6,709 shares
- Stratos Wealth Advisors, LLC: 0 shares
- Stratos Investment Management, LLC: 42,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 60,464 shares
Change vs previous 13F +40,307 shares
0.03% of the 13F portfolio, value $3,040,202.
13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 7,398 shares
- Stratos Wealth Advisors, LLC: 11,330 shares
- Stratos Investment Management, LLC: 41,736 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 20,157 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $1,059,887.
13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Stratos Wealth Partners, LTD.: 0 shares
- Stratos Wealth Advisors, LLC: 7,284 shares
- Stratos Investment Management, LLC: 12,873 shares
Acceptance time not in the bulk data set (spec §4.2).