Stratos Wealth Partners, LTD.: XLU position timeline

Stratos Wealth Partners, LTD. held 52,225 XLU 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 52,225 shares

   Change vs previous 13F +4,699 shares

   0.02% of the 13F portfolio, value $2,367,955.

   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.: 38,015 shares
   • Stratos Wealth Advisors, LLC: 14,210 shares

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

2. period ended2026-03-31

   13F 47,526 shares

   Change vs previous 13F -4,213 shares

   0.02% of the 13F portfolio, value $2,181,059.

   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.: 39,104 shares
   • Stratos Wealth Advisors, LLC: 8,422 shares

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

3. period ended2025-12-31

   13F 51,739 shares

   Change vs previous 13F +209 shares

   0.02% of the 13F portfolio, value $2,208,761.

   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.: 37,349 shares
   • Stratos Wealth Advisors, LLC: 14,390 shares

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

4. period ended2025-09-30

   13F 51,530 shares

   Change vs previous 13F -6,214 shares

   0.04% of the 13F portfolio, value $4,494,070.

   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.: 47,285 shares
   • Stratos Wealth Advisors, LLC: 4,245 shares

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

5. period ended2025-06-30

   13F 57,744 shares

   Change vs previous 13F +38,131 shares

   0.05% of the 13F portfolio, value $4,715,495.

   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.: 48,748 shares
   • Stratos Wealth Advisors, LLC: 8,996 shares

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

6. period ended2025-03-31

   13F 19,613 shares

   Change vs previous 13F -5,965 shares

   0.02% of the 13F portfolio, value $1,546,569.

   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.: 15,409 shares
   • Stratos Wealth Advisors, LLC: 4,204 shares

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

7. period ended2024-12-31

   13F 25,578 shares

   Change vs previous 13F -4,173 shares

   0.02% of the 13F portfolio, value $1,936,063.

   13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • Stratos Wealth Partners, LTD.: 16,640 shares
   • Stratos Wealth Advisors, LLC: 8,938 shares

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

8. period ended2024-09-30

   13F 29,751 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $2,403,352.

   13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Stratos Wealth Partners, LTD.: 18,454 shares
   • Stratos Wealth Advisors, LLC: 11,297 shares

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