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Stratos Wealth Partners, LTD.: XLP position timeline

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

Stratos Wealth Partners, LTD. held 33,383 XLP 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 33,383 shares
    Change vs previous 13F -3,845 shares

    0.02% of the 13F portfolio, value $2,773,162.

    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.: 24,832 shares
    • Stratos Wealth Advisors, LLC: 8,551 shares

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

  2. period ended2026-03-31
    13F 37,228 shares
    Change vs previous 13F +6,083 shares

    0.03% of the 13F portfolio, value $3,052,038.

    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.: 28,846 shares
    • Stratos Wealth Advisors, LLC: 8,382 shares

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

  3. period ended2025-12-31
    13F 31,145 shares
    Change vs previous 13F -2,599 shares

    0.02% of the 13F portfolio, value $2,419,409.

    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.: 22,984 shares
    • Stratos Wealth Advisors, LLC: 8,161 shares

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

  4. period ended2025-09-30
    13F 33,744 shares
    Change vs previous 13F -1,678 shares

    0.03% of the 13F portfolio, value $2,644,603.

    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.: 22,443 shares
    • Stratos Wealth Advisors, LLC: 11,301 shares

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

  5. period ended2025-06-30
    13F 35,422 shares
    Change vs previous 13F -8,441 shares

    0.03% of the 13F portfolio, value $2,868,182.

    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.: 22,591 shares
    • Stratos Wealth Advisors, LLC: 12,831 shares

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

  6. period ended2025-03-31
    13F 43,863 shares
    Change vs previous 13F +3,072 shares

    0.04% of the 13F portfolio, value $3,582,345.

    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.: 30,407 shares
    • Stratos Wealth Advisors, LLC: 13,456 shares

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

  7. period ended2024-12-31
    13F 40,791 shares
    Change vs previous 13F -70,341 shares

    0.03% of the 13F portfolio, value $3,206,708.

    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.: 30,928 shares
    • Stratos Wealth Advisors, LLC: 9,863 shares

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

  8. period ended2024-09-30
    13F 111,132 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,224,078.

    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.: 34,806 shares
    • Stratos Wealth Advisors, LLC: 76,326 shares

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