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Stratos Wealth Partners, LTD.: XBTAX position timeline

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

Stratos Wealth Partners, LTD. held 0 XBTAX shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -57,554 shares

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

    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 57,554 shares
    Change vs previous 13F -2,535 shares

    0.01% of the 13F portfolio, value $551,378.

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

    • Stratos Wealth Advisors, LLC: 40,145 shares
    • Stratos Investment Management, LLC: 17,409 shares

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

  3. period ended2025-06-30
    13F 60,089 shares
    Change vs previous 13F +441 shares

    0.01% of the 13F portfolio, value $551,026.

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

    • Stratos Wealth Advisors, LLC: 42,966 shares
    • Stratos Investment Management, LLC: 17,123 shares

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

  4. period ended2025-03-31
    13F 59,648 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $578,000.

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

    • Stratos Wealth Advisors, LLC: 42,796 shares
    • Stratos Investment Management, LLC: 16,852 shares

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

  5. period ended2024-12-31
    13F 59,379 shares
    Change vs previous 13F -15,413 shares

    0.02% of the 13F portfolio, value $579,541.

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

    • Stratos Wealth Advisors, LLC: 42,692 shares
    • Stratos Investment Management, LLC: 16,687 shares

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

  6. period ended2024-09-30
    13F 74,792 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $801,771.

    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).