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Stratos Wealth Partners, LTD.: XCHYX position timeline

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

Stratos Wealth Partners, LTD. held 54,125 XCHYX 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 54,125 shares
    Change vs previous 13F -371 shares

    0.01% of the 13F portfolio, value $737,186.

    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 54,496 shares
    Change vs previous 13F -6,350 shares

    0.01% of the 13F portfolio, value $593,463.

    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 60,846 shares
    Change vs previous 13F -2,720 shares

    0.01% of the 13F portfolio, value $688,175.

    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 63,566 shares
    Change vs previous 13F -2,997 shares

    0.01% of the 13F portfolio, value $713,217.

    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 66,563 shares
    Change vs previous 13F +13,844 shares

    0.01% of the 13F portfolio, value $731,535.

    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 52,719 shares
    Change vs previous 13F -33,927 shares

    0.01% of the 13F portfolio, value $532,469.

    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 86,646 shares
    Change vs previous 13F -5,563 shares

    0.01% of the 13F portfolio, value $1,051,883.

    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 92,209 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,100,063.

    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).