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Stratos Wealth Partners, LTD.: UTG position timeline

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

Stratos Wealth Partners, LTD. held 56,442 UTG 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 56,442 shares
    Change vs previous 13F +4,588 shares

    0.02% of the 13F portfolio, value $2,298,329.

    13F-HR 0001612865-26-000004 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).

  2. period ended2026-03-31
    13F 51,854 shares
    Change vs previous 13F +2,189 shares

    0.02% of the 13F portfolio, value $2,036,836.

    13F-HR 0001612865-26-000002 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).

  3. period ended2025-12-31
    13F 49,665 shares
    Change vs previous 13F +4,036 shares

    0.02% of the 13F portfolio, value $1,816,772.

    13F-HR 0001612865-26-000001 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).

  4. period ended2025-09-30
    13F 45,629 shares
    Change vs previous 13F +5,254 shares

    0.02% of the 13F portfolio, value $1,807,845.

    13F-HR 0001612865-25-000004 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).

  5. period ended2025-06-30
    13F 40,375 shares
    Change vs previous 13F +7,221 shares

    0.02% of the 13F portfolio, value $1,460,791.

    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 33,154 shares
    Change vs previous 13F -981 shares

    0.02% of the 13F portfolio, value $1,078,851.

    13F-HR 0001085146-25-002483 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).

  7. period ended2024-12-31
    13F 34,135 shares
    Change vs previous 13F +1,771 shares

    0.02% of the 13F portfolio, value $1,081,755.

    13F-HR 0001085146-25-000497 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).

  8. period ended2024-09-30
    13F 32,364 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,061,874.

    13F-HR 0001085146-24-004982 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).