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Stratos Wealth Partners, LTD.: XLB position timeline

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

Stratos Wealth Partners, LTD. held 47,597 XLB 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 47,597 shares
    Change vs previous 13F +17,656 shares

    0.02% of the 13F portfolio, value $2,419,376.

    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.: 31,668 shares
    • Stratos Wealth Advisors, LLC: 15,929 shares

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

  2. period ended2026-03-31
    13F 29,941 shares
    Change vs previous 13F +3,783 shares

    0.01% of the 13F portfolio, value $1,496,193.

    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.: 14,372 shares
    • Stratos Wealth Advisors, LLC: 15,569 shares

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

  3. period ended2025-12-31
    13F 26,158 shares
    Change vs previous 13F +14,368 shares

    0.01% of the 13F portfolio, value $1,186,288.

    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.: 15,591 shares
    • Stratos Wealth Advisors, LLC: 10,567 shares

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

  4. period ended2025-09-30
    13F 11,790 shares
    Change vs previous 13F +493 shares

    0.01% of the 13F portfolio, value $1,056,771.

    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.: 6,598 shares
    • Stratos Wealth Advisors, LLC: 5,192 shares

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

  5. period ended2025-06-30
    13F 11,297 shares
    Change vs previous 13F -580 shares

    0.01% of the 13F portfolio, value $992,093.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,135 shares
    • Stratos Wealth Advisors, LLC: 5,162 shares

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

  6. period ended2025-03-31
    13F 11,877 shares
    Change vs previous 13F -517 shares

    0.01% of the 13F portfolio, value $1,021,231.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,443 shares
    • Stratos Wealth Advisors, LLC: 5,434 shares

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

  7. period ended2024-12-31
    13F 12,394 shares
    Change vs previous 13F -503 shares

    0.01% of the 13F portfolio, value $1,042,936.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 7,013 shares
    • Stratos Wealth Advisors, LLC: 5,381 shares

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

  8. period ended2024-09-30
    13F 12,897 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,243,201.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 7,487 shares
    • Stratos Wealth Advisors, LLC: 5,410 shares

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