Stratos Wealth Partners, LTD.: XLF position timeline

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

Stratos Wealth Partners, LTD. held 218,843 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 218,843 shares
Change vs previous 13F +5,801 shares
0.08% of the 13F portfolio, value $11,732,240.
13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Stratos Wealth Partners, LTD.: 111,080 shares
- Stratos Wealth Advisors, LLC: 99,185 shares
- Stratos Investment Management, LLC: 8,578 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 213,042 shares
Change vs previous 13F -10,191 shares
0.08% of the 13F portfolio, value $10,517,941.
13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Stratos Wealth Partners, LTD.: 113,279 shares
- Stratos Wealth Advisors, LLC: 91,684 shares
- Stratos Investment Management, LLC: 8,079 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 223,233 shares
Change vs previous 13F -16,186 shares
0.09% of the 13F portfolio, value $12,226,601.
13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Stratos Wealth Partners, LTD.: 123,111 shares
- Stratos Wealth Advisors, LLC: 96,010 shares
- Stratos Investment Management, LLC: 4,112 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 239,419 shares
Change vs previous 13F -63,571 shares
0.1% of the 13F portfolio, value $12,897,551.
13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Stratos Wealth Partners, LTD.: 140,691 shares
- Stratos Wealth Advisors, LLC: 94,601 shares
- Stratos Investment Management, LLC: 4,127 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 302,990 shares
Change vs previous 13F +93,352 shares
0.17% of the 13F portfolio, value $15,867,630.
13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Partners, LTD.: 215,383 shares
- Stratos Wealth Advisors, LLC: 87,607 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 209,638 shares
Change vs previous 13F -115,124 shares
0.12% of the 13F portfolio, value $10,442,096.
13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Partners, LTD.: 128,207 shares
- Stratos Wealth Advisors, LLC: 81,431 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 324,762 shares
Change vs previous 13F +53,677 shares
0.17% of the 13F portfolio, value $15,695,804.
13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 140,134 shares
- Stratos Wealth Advisors, LLC: 184,628 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 271,085 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $12,285,612.
13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Stratos Wealth Partners, LTD.: 135,098 shares
- Stratos Wealth Advisors, LLC: 135,987 shares
Acceptance time not in the bulk data set (spec §4.2).