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Stratos Wealth Partners, LTD.: XLE position timeline

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

Stratos Wealth Partners, LTD. held 117,300 XLE 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 117,300 shares
    Change vs previous 13F -28,446 shares

    0.04% of the 13F portfolio, value $6,229,898.

    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.: 67,756 shares
    • Stratos Wealth Advisors, LLC: 41,810 shares
    • Stratos Investment Management, LLC: 7,734 shares

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

  2. period ended2026-03-31
    13F 145,746 shares
    Change vs previous 13F -144,595 shares

    0.07% of the 13F portfolio, value $8,928,466.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 89,799 shares
    • Stratos Wealth Advisors, LLC: 48,553 shares
    • Stratos Investment Management, LLC: 7,394 shares

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

  3. period ended2025-12-31
    13F 290,341 shares
    Change vs previous 13F +145,096 shares

    0.1% of the 13F portfolio, value $12,981,208.

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

    • Stratos Wealth Partners, LTD.: 76,616 shares
    • Stratos Wealth Advisors, LLC: 206,378 shares
    • Stratos Investment Management, LLC: 7,347 shares

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

  4. period ended2025-09-30
    13F 145,245 shares
    Change vs previous 13F +5,331 shares

    0.1% of the 13F portfolio, value $12,976,413.

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

    • Stratos Wealth Partners, LTD.: 37,813 shares
    • Stratos Wealth Advisors, LLC: 103,747 shares
    • Stratos Investment Management, LLC: 3,685 shares

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

  5. period ended2025-06-30
    13F 139,914 shares
    Change vs previous 13F -72,148 shares

    0.1% of the 13F portfolio, value $11,866,228.

    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.: 41,316 shares
    • Stratos Wealth Advisors, LLC: 94,905 shares
    • Stratos Investment Management, LLC: 3,693 shares

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

  6. period ended2025-03-31
    13F 212,062 shares
    Change vs previous 13F -35,790 shares

    0.19% of the 13F portfolio, value $19,817,358.

    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.: 43,055 shares
    • Stratos Wealth Advisors, LLC: 166,147 shares
    • Stratos Investment Management, LLC: 2,860 shares

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

  7. period ended2024-12-31
    13F 247,852 shares
    Change vs previous 13F +14 shares

    0.2% of the 13F portfolio, value $21,231,179.

    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.: 58,473 shares
    • Stratos Wealth Advisors, LLC: 186,108 shares
    • Stratos Investment Management, LLC: 3,271 shares

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

  8. period ended2024-09-30
    13F 247,838 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $21,760,372.

    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.: 72,968 shares
    • Stratos Wealth Advisors, LLC: 171,960 shares
    • Stratos Investment Management, LLC: 2,910 shares

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