HARD β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Stratos Wealth Partners, LTD.  Β·  3 quarters on record

AI Ownership Summary

Stratos Wealth Partners, LTD. reported SIMPLIFY EXCHANGE TRADED FUN (HARD) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows HARD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HARD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stratos Wealth Partners, LTD.'s position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HARD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stratos Wealth Partners, LTD. held HARD β€” position size vs. price
% of Fund (quarterly)    HARD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15,377 -4,293 -21.8% 0.01% $456K 2026-02-14 (Est.) $31.00
2025 Q3 REDUCED 19,670 -380 -1.9% 0.01% $594K 2025-11-06 $28.52
2025 Q2 INITIATED 20,050 β€” β€” 0.01% $564K 2025-07-29 $29.22

🏒 Other funds also holding HARD

As of 2026 Q1 β€” sorted by position size

Claris Financial LLC 0.31%

FAQ About Stratos Wealth Partners, LTD. and HARD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stratos Wealth Partners, LTD. reported owning HARD?

Stratos Wealth Partners, LTD. reported HARD across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported HARD position in Stratos Wealth Partners, LTD.'s portfolio?

The largest reported portfolio weight for HARD was 0.01% in 2025 Q2.

What is the latest reported HARD position on this page?

The most recent filing on this page is 2025 Q4, when Stratos Wealth Partners, LTD. reported 15,377 shares, equal to 0.01% of portfolio, with an estimated market value of $456K.

What does the chart on this HARD ownership page compare?

The chart compares Stratos Wealth Partners, LTD.'s quarterly HARD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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