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Stratos Wealth Partners, LTD.: XT position timeline

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

Stratos Wealth Partners, LTD. held 159,948 XT 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 159,948 shares
    Change vs previous 13F -19,265 shares

    0.1% of the 13F portfolio, value $13,216,600.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,677 shares
    • Stratos Investment Management, LLC: 155,271 shares

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

  2. period ended2026-03-31
    13F 179,213 shares
    Change vs previous 13F -5,807 shares

    0.11% of the 13F portfolio, value $12,213,314.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,923 shares
    • Stratos Investment Management, LLC: 174,290 shares

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

  3. period ended2025-12-31
    13F 185,020 shares
    Change vs previous 13F -122,320 shares

    0.11% of the 13F portfolio, value $12,903,403.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,923 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 180,097 shares

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

  4. period ended2025-09-30
    13F 307,340 shares
    Change vs previous 13F -11,321 shares

    0.17% of the 13F portfolio, value $22,110,315.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,841 shares
    • Stratos Wealth Advisors, LLC: 126,029 shares
    • Stratos Investment Management, LLC: 176,470 shares

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

  5. period ended2025-06-30
    13F 318,661 shares
    Change vs previous 13F -30,187 shares

    0.18% of the 13F portfolio, value $20,792,683.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 3,969 shares
    • Stratos Wealth Advisors, LLC: 133,813 shares
    • Stratos Investment Management, LLC: 180,879 shares

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

  6. period ended2025-03-31
    13F 348,848 shares
    Change vs previous 13F -6,555 shares

    0.2% of the 13F portfolio, value $20,079,805.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,067 shares
    • Stratos Wealth Advisors, LLC: 135,269 shares
    • Stratos Investment Management, LLC: 209,512 shares

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

  7. period ended2024-12-31
    13F 355,403 shares
    Change vs previous 13F -39,164 shares

    0.2% of the 13F portfolio, value $21,203,399.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,458 shares
    • Stratos Wealth Advisors, LLC: 137,982 shares
    • Stratos Investment Management, LLC: 212,963 shares

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

  8. period ended2024-09-30
    13F 394,567 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $24,021,315.

    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.: 5,539 shares
    • Stratos Wealth Advisors, LLC: 205,810 shares
    • Stratos Investment Management, LLC: 183,218 shares

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