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Disclosery

Stratos Wealth Partners, LTD.: XSOE position timeline

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

Stratos Wealth Partners, LTD. held 162,840 XSOE 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 162,840 shares
    Change vs previous 13F +2,042 shares

    0.08% of the 13F portfolio, value $8,008,514.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 160,798 shares
    Change vs previous 13F +279 shares

    0.07% of the 13F portfolio, value $6,448,022.

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

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

  3. period ended2025-12-31
    13F 160,519 shares
    Change vs previous 13F +6,256 shares

    0.07% of the 13F portfolio, value $6,263,483.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 154,263 shares
    Change vs previous 13F -12,808 shares

    0.07% of the 13F portfolio, value $5,852,753.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 167,071 shares
    Change vs previous 13F +11,755 shares

    0.08% of the 13F portfolio, value $5,760,615.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 155,316 shares
    Change vs previous 13F +8,507 shares

    0.07% of the 13F portfolio, value $4,794,627.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 146,809 shares
    Change vs previous 13F +6,796 shares

    0.06% of the 13F portfolio, value $4,474,742.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 140,013 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,624,653.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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