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Stratos Wealth Partners, LTD.: AVDV position timeline

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

Stratos Wealth Partners, LTD. held 256,248 AVDV 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 256,248 shares
    Change vs previous 13F +7,234 shares

    0.21% of the 13F portfolio, value $26,406,373.

    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.: 2,553 shares
    • Stratos Investment Management, LLC: 253,695 shares

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

  2. period ended2026-03-31
    13F 249,014 shares
    Change vs previous 13F -27,237 shares

    1% of the 13F portfolio, value $24,866,557.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    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 276,251 shares
    Change vs previous 13F +4,330 shares

    1.04% of the 13F portfolio, value $25,959,345.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    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 271,921 shares
    Change vs previous 13F +1,301 shares

    1% of the 13F portfolio, value $24,209,162.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    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 270,620 shares
    Change vs previous 13F +12,041 shares

    0.98% of the 13F portfolio, value $21,454,792.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    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 258,579 shares
    Change vs previous 13F -3,948 shares

    0.96% of the 13F portfolio, value $18,033,317.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    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 262,527 shares
    Change vs previous 13F -44,516 shares

    1.03% of the 13F portfolio, value $17,085,284.

    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.: 0 shares
    • Stratos Investment Management, LLC: 262,527 shares

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

  8. period ended2024-09-30
    13F 307,043 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $21,698,809.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,897 shares
    • Stratos Investment Management, LLC: 304,146 shares

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