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Stratos Wealth Partners, LTD.: VLUE position timeline

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

Stratos Wealth Partners, LTD. held 36,858 VLUE 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 36,858 shares
    Change vs previous 13F +30,542 shares

    0.06% of the 13F portfolio, value $7,364,831.

    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.: 32,103 shares
    • Stratos Wealth Advisors, LLC: 4,755 shares

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

  2. period ended2026-03-31
    13F 6,316 shares
    Change vs previous 13F -5,027 shares

    0.01% of the 13F portfolio, value $898,263.

    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.: 1,502 shares
    • Stratos Wealth Advisors, LLC: 4,814 shares

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

  3. period ended2025-12-31
    13F 11,343 shares
    Change vs previous 13F -2,403 shares

    0.01% of the 13F portfolio, value $1,551,077.

    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.: 6,104 shares
    • Stratos Wealth Advisors, LLC: 5,239 shares

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

  4. period ended2025-09-30
    13F 13,746 shares
    Change vs previous 13F +8,507 shares

    0.02% of the 13F portfolio, value $1,719,126.

    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.: 8,507 shares
    • Stratos Wealth Advisors, LLC: 5,239 shares

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

  5. period ended2025-06-30
    13F 5,239 shares
    Change vs previous 13F -2,161 shares

    0.03% of the 13F portfolio, value $593,190.

    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.: 0 shares
    • Stratos Wealth Advisors, LLC: 5,239 shares

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

  6. period ended2025-03-31
    13F 7,400 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $789,351.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,161 shares
    • Stratos Wealth Advisors, LLC: 5,239 shares

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

  7. period ended2024-12-31
    13F 7,680 shares
    Change vs previous 13F +202 shares

    0.01% of the 13F portfolio, value $811,201.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,441 shares
    • Stratos Wealth Advisors, LLC: 5,239 shares

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

  8. period ended2024-09-30
    13F 7,478 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $815,515.

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

    • Stratos Wealth Partners, LTD.: 2,239 shares
    • Stratos Wealth Advisors, LLC: 5,239 shares

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