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Stratos Wealth Partners, LTD.: BALT position timeline

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

Stratos Wealth Partners, LTD. held 477,766 BALT 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 477,766 shares
    Change vs previous 13F +40,130 shares

    0.11% of the 13F portfolio, value $16,373,047.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 38,075 shares
    • Stratos Wealth Advisors, LLC: 350,216 shares
    • Stratos Investment Management, LLC: 89,475 shares

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

  2. period ended2026-03-31
    13F 437,636 shares
    Change vs previous 13F -83,516 shares

    0.36% of the 13F portfolio, value $14,645,492.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 348,516 shares
    • Stratos Investment Management, LLC: 89,120 shares

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

  3. period ended2025-12-31
    13F 521,152 shares
    Change vs previous 13F +6,446 shares

    0.38% of the 13F portfolio, value $17,463,805.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 336,838 shares
    • Stratos Investment Management, LLC: 184,314 shares

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

  4. period ended2025-09-30
    13F 514,706 shares
    Change vs previous 13F -13,918 shares

    0.38% of the 13F portfolio, value $16,892,652.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 321,541 shares
    • Stratos Investment Management, LLC: 193,165 shares

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

  5. period ended2025-06-30
    13F 528,624 shares
    Change vs previous 13F +8,736 shares

    0.42% of the 13F portfolio, value $16,958,258.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 293,951 shares
    • Stratos Investment Management, LLC: 234,673 shares

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

  6. period ended2025-03-31
    13F 519,888 shares
    Change vs previous 13F +477,451 shares

    0.44% of the 13F portfolio, value $16,314,085.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 349,766 shares
    • Stratos Investment Management, LLC: 170,122 shares

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

  7. period ended2024-12-31
    13F 42,437 shares
    Change vs previous 13F +22,947 shares

    0.06% of the 13F portfolio, value $1,333,371.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,490 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $600,877.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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