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Stratos Wealth Partners, LTD.: AXP position timeline

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

Stratos Wealth Partners, LTD. held 69,219 AXP 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 69,219 shares
    Change vs previous 13F +496 shares

    0.16% of the 13F portfolio, value $23,413,995.

    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.: 27,221 shares
    • Stratos Wealth Advisors, LLC: 5,001 shares
    • Stratos Investment Management, LLC: 36,997 shares

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

  2. period ended2026-03-31
    13F 68,723 shares
    Change vs previous 13F -7,777 shares

    0.16% of the 13F portfolio, value $20,787,906.

    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.: 27,067 shares
    • Stratos Wealth Advisors, LLC: 5,309 shares
    • Stratos Investment Management, LLC: 36,347 shares

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

  3. period ended2025-12-31
    13F 76,500 shares
    Change vs previous 13F +237 shares

    0.21% of the 13F portfolio, value $28,301,573.

    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.: 30,901 shares
    • Stratos Wealth Advisors, LLC: 5,139 shares
    • Stratos Investment Management, LLC: 40,460 shares

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

  4. period ended2025-09-30
    13F 76,263 shares
    Change vs previous 13F +2,331 shares

    0.2% of the 13F portfolio, value $25,331,946.

    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.: 31,282 shares
    • Stratos Wealth Advisors, LLC: 5,023 shares
    • Stratos Investment Management, LLC: 39,958 shares

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

  5. period ended2025-06-30
    13F 73,932 shares
    Change vs previous 13F -450 shares

    0.21% of the 13F portfolio, value $23,583,515.

    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.: 29,148 shares
    • Stratos Wealth Advisors, LLC: 5,309 shares
    • Stratos Investment Management, LLC: 39,475 shares

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

  6. period ended2025-03-31
    13F 74,382 shares
    Change vs previous 13F +5,908 shares

    0.19% of the 13F portfolio, value $20,012,766.

    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.: 30,407 shares
    • Stratos Wealth Advisors, LLC: 5,178 shares
    • Stratos Investment Management, LLC: 38,797 shares

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

  7. period ended2024-12-31
    13F 68,474 shares
    Change vs previous 13F -2,372 shares

    0.19% of the 13F portfolio, value $20,322,603.

    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.: 30,438 shares
    • Stratos Wealth Advisors, LLC: 5,648 shares
    • Stratos Investment Management, LLC: 32,388 shares

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

  8. period ended2024-09-30
    13F 70,846 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $19,213,968.

    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.: 29,873 shares
    • Stratos Wealth Advisors, LLC: 6,249 shares
    • Stratos Investment Management, LLC: 34,724 shares

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