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Stratos Wealth Partners, LTD.: USMV position timeline

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

Stratos Wealth Partners, LTD. held 199,208 USMV 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 199,208 shares
    Change vs previous 13F +9,141 shares

    0.16% of the 13F portfolio, value $19,215,704.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 196,227 shares
    • Stratos Wealth Advisors, LLC: 2,981 shares

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

  2. period ended2026-03-31
    13F 190,067 shares
    Change vs previous 13F -54,161 shares

    0.17% of the 13F portfolio, value $17,626,923.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 187,090 shares
    • Stratos Wealth Advisors, LLC: 2,977 shares

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

  3. period ended2025-12-31
    13F 244,228 shares
    Change vs previous 13F +5,519 shares

    0.21% of the 13F portfolio, value $22,996,631.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 241,476 shares
    • Stratos Wealth Advisors, LLC: 2,752 shares

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

  4. period ended2025-09-30
    13F 238,709 shares
    Change vs previous 13F -1,907 shares

    0.22% of the 13F portfolio, value $22,710,855.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 236,122 shares
    • Stratos Wealth Advisors, LLC: 2,587 shares

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

  5. period ended2025-06-30
    13F 240,616 shares
    Change vs previous 13F -23,754 shares

    0.31% of the 13F portfolio, value $22,586,646.

    13F-HR 0001085146-25-004229 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).

  6. period ended2025-03-31
    13F 264,370 shares
    Change vs previous 13F -21,187 shares

    0.38% of the 13F portfolio, value $24,760,938.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 264,370 shares
    • Stratos Wealth Advisors, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 285,557 shares
    Change vs previous 13F -12,355 shares

    0.28% of the 13F portfolio, value $25,354,766.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 281,467 shares
    • Stratos Wealth Advisors, LLC: 4,090 shares
    • Stratos Investment Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 297,912 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $27,202,476.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 290,570 shares
    • Stratos Wealth Advisors, LLC: 5,106 shares
    • Stratos Investment Management, LLC: 2,236 shares

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