Stratos Wealth Partners, LTD.: XYZ position timeline

Stratos Wealth Partners, LTD. held 8,349 XYZ 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 8,349 shares

   Change vs previous 13F -2,985 shares

   0.01% of the 13F portfolio, value $634,550.

   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.: 4,583 shares
   • Stratos Wealth Advisors, LLC: 3,766 shares

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

2. period ended2026-03-31

   13F 11,334 shares

   Change vs previous 13F -2,867 shares

   0.01% of the 13F portfolio, value $682,080.

   13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Stratos Wealth Partners, LTD.: 5,069 shares
   • Stratos Wealth Advisors, LLC: 6,265 shares

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

3. period ended2025-12-31

   13F 14,201 shares

   Change vs previous 13F -1,070 shares

   0.01% of the 13F portfolio, value $924,344.

   13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Stratos Wealth Partners, LTD.: 6,017 shares
   • Stratos Wealth Advisors, LLC: 8,184 shares

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

4. period ended2025-09-30

   13F 15,271 shares

   Change vs previous 13F -2,128 shares

   0.01% of the 13F portfolio, value $1,103,635.

   13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Stratos Wealth Partners, LTD.: 6,972 shares
   • Stratos Wealth Advisors, LLC: 8,299 shares

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

5. period ended2025-06-30

   13F 17,399 shares

   Change vs previous 13F -7,469 shares

   0.01% of the 13F portfolio, value $1,181,914.

   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.: 9,085 shares
   • Stratos Wealth Advisors, LLC: 8,314 shares

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

6. period ended2025-03-31

   13F 24,868 shares

   Change vs previous 13F -2,400 shares

   0.02% of the 13F portfolio, value $1,351,078.

   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.: 16,564 shares
   • Stratos Wealth Advisors, LLC: 8,304 shares

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

7. period ended2024-12-31

   13F 27,268 shares

   Change vs previous 13F -2,677 shares

   0.03% of the 13F portfolio, value $2,317,550.

   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.: 17,676 shares
   • Stratos Wealth Advisors, LLC: 9,592 shares

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

8. period ended2024-09-30

   13F 29,945 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $2,010,242.

   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.: 19,277 shares
   • Stratos Wealth Advisors, LLC: 10,668 shares

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