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Stratos Wealth Partners, LTD.: VLU position timeline

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

Stratos Wealth Partners, LTD. held 43,380 VLU 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 43,380 shares
    Change vs previous 13F +894 shares

    0.09% of the 13F portfolio, value $10,333,764.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 10,895 shares
    • Stratos Wealth Advisors, LLC: 32,485 shares

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

  2. period ended2026-03-31
    13F 42,486 shares
    Change vs previous 13F -17,672 shares

    0.09% of the 13F portfolio, value $9,133,842.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 9,865 shares
    • Stratos Wealth Advisors, LLC: 32,621 shares

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

  3. period ended2025-12-31
    13F 60,158 shares
    Change vs previous 13F -4,311 shares

    0.12% of the 13F portfolio, value $12,671,688.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 9,429 shares
    • Stratos Wealth Advisors, LLC: 50,729 shares

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

  4. period ended2025-09-30
    13F 64,469 shares
    Change vs previous 13F +803 shares

    0.12% of the 13F portfolio, value $13,159,604.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 14,822 shares
    • Stratos Wealth Advisors, LLC: 49,647 shares

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

  5. period ended2025-06-30
    13F 63,666 shares
    Change vs previous 13F +15,769 shares

    0.13% of the 13F portfolio, value $12,233,663.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 13,956 shares
    • Stratos Wealth Advisors, LLC: 49,710 shares

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

  6. period ended2025-03-31
    13F 47,897 shares
    Change vs previous 13F +46,368 shares

    0.48% of the 13F portfolio, value $8,804,546.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    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 1,529 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $281,452.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    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 1,521 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $280,513.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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