Stratos Wealth Partners, LTD.: XES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on XES, newest first. How the timeline and the estimate are built.
Stratos Wealth Partners, LTD. held 6,812 XES shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,812 sharesChange vs previous 13F -2,970 shares
0.01% of the 13F portfolio, value $763,489.
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.: 6,812 shares
- Stratos Wealth Advisors, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,782 sharesChange vs previous 13F +4,482 shares
0.01% of the 13F portfolio, value $1,137,940.
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.: 4,482 shares
- Stratos Wealth Advisors, LLC: 5,300 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,300 sharesChange vs previous 13F -5,305 shares
0.02% of the 13F portfolio, value $434,441.
13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,605 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $767,272.
13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,605 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $672,781.
13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).