Skip to main content

Stratos Wealth Advisors, LLC

SEC CIK
0001707202
Latest filing
Aug 11, 2026

UBSI holding history

United Bankshares Inc in every 13F filed by Stratos Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBSI overviewAll 13F holders of UBSIFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2021
Holdings of UBSI by Stratos Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−8,201−100.0%Sold outHolders
Q3 20248,201$304.3K<0.1%+14+0.2%AddedHolders
Q2 20248,187$265.6K<0.1%+317+4.0%AddedHolders
Q1 20247,870$281.7K<0.1%−161−2.0%ReducedHolders
Q4 20238,031$301.6K<0.1%+15+0.2%AddedHolders
Q3 20238,016$221.2K<0.1%+8,016NewHolders
Q2 20230$00.0%−6,159−100.0%Sold outHolders
Q1 20236,159$216.8K<0.1%−6−0.1%ReducedHolders
Q4 20226,165$249.6K<0.1%+134+2.2%AddedHolders
Q3 20226,031$216.0K<0.1%+61+1.0%AddedHolders
Q2 20225,970$209.0K<0.1%+59+1.0%AddedHolders
Q1 20225,911$206.0K<0.1%+59+1.0%AddedHolders
Q4 20215,852$212.0K<0.1%+5,852NewHolders