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Stratos Wealth Partners, LTD.: XLV position timeline

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

Stratos Wealth Partners, LTD. held 66,259 XLV 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 66,259 shares
    Change vs previous 13F -17,944 shares

    0.07% of the 13F portfolio, value $10,512,797.

    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.: 49,466 shares
    • Stratos Wealth Advisors, LLC: 14,769 shares
    • Stratos Investment Management, LLC: 2,024 shares

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

  2. period ended2026-03-31
    13F 84,203 shares
    Change vs previous 13F -5,880 shares

    0.1% of the 13F portfolio, value $12,345,153.

    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.: 67,685 shares
    • Stratos Wealth Advisors, LLC: 14,489 shares
    • Stratos Investment Management, LLC: 2,029 shares

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

  3. period ended2025-12-31
    13F 90,083 shares
    Change vs previous 13F +22,842 shares

    0.1% of the 13F portfolio, value $13,945,121.

    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.: 73,848 shares
    • Stratos Wealth Advisors, LLC: 14,445 shares
    • Stratos Investment Management, LLC: 1,790 shares

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

  4. period ended2025-09-30
    13F 67,241 shares
    Change vs previous 13F -3,894 shares

    0.07% of the 13F portfolio, value $9,358,092.

    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.: 47,858 shares
    • Stratos Wealth Advisors, LLC: 17,539 shares
    • Stratos Investment Management, LLC: 1,844 shares

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

  5. period ended2025-06-30
    13F 71,135 shares
    Change vs previous 13F +628 shares

    0.08% of the 13F portfolio, value $9,588,468.

    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.: 50,570 shares
    • Stratos Wealth Advisors, LLC: 18,435 shares
    • Stratos Investment Management, LLC: 2,130 shares

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

  6. period ended2025-03-31
    13F 70,507 shares
    Change vs previous 13F -13,595 shares

    0.1% of the 13F portfolio, value $10,294,828.

    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.: 49,181 shares
    • Stratos Wealth Advisors, LLC: 19,081 shares
    • Stratos Investment Management, LLC: 2,245 shares

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

  7. period ended2024-12-31
    13F 84,102 shares
    Change vs previous 13F -7,305 shares

    0.11% of the 13F portfolio, value $11,569,948.

    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.: 54,722 shares
    • Stratos Wealth Advisors, LLC: 27,428 shares
    • Stratos Investment Management, LLC: 1,952 shares

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

  8. period ended2024-09-30
    13F 91,407 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $14,078,534.

    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.: 64,518 shares
    • Stratos Wealth Advisors, LLC: 26,889 shares

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