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Stratos Wealth Partners, LTD.: USTB position timeline

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

Stratos Wealth Partners, LTD. held 27,780 USTB 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 27,780 shares
    Change vs previous 13F +3,319 shares

    0.05% of the 13F portfolio, value $1,406,231.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 24,461 shares
    Change vs previous 13F +2,218 shares

    0.05% of the 13F portfolio, value $1,237,254.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 22,243 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $1,130,836.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 22,316 shares
    Change vs previous 13F +14,278 shares

    0.05% of the 13F portfolio, value $1,137,912.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,038 shares
    Change vs previous 13F +970 shares

    0.02% of the 13F portfolio, value $408,506.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    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 7,068 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $358,001.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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