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Stratos Wealth Partners, LTD.: C position timeline

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

Stratos Wealth Partners, LTD. held 138,068 C 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 138,068 shares
    Change vs previous 13F +8,352 shares

    0.13% of the 13F portfolio, value $19,324,230.

    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.: 36,501 shares
    • Stratos Wealth Advisors, LLC: 3,827 shares
    • Stratos Investment Management, LLC: 97,740 shares

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

  2. period ended2026-03-31
    13F 129,716 shares
    Change vs previous 13F -56,227 shares

    0.11% of the 13F portfolio, value $14,711,146.

    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.: 27,420 shares
    • Stratos Wealth Advisors, LLC: 3,924 shares
    • Stratos Investment Management, LLC: 98,372 shares

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

  3. period ended2025-12-31
    13F 185,943 shares
    Change vs previous 13F -1,756 shares

    0.16% of the 13F portfolio, value $21,697,848.

    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.: 38,940 shares
    • Stratos Wealth Advisors, LLC: 3,789 shares
    • Stratos Investment Management, LLC: 143,214 shares

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

  4. period ended2025-09-30
    13F 187,699 shares
    Change vs previous 13F +17,862 shares

    0.15% of the 13F portfolio, value $19,051,583.

    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.: 39,387 shares
    • Stratos Wealth Advisors, LLC: 3,721 shares
    • Stratos Investment Management, LLC: 144,591 shares

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

  5. period ended2025-06-30
    13F 169,837 shares
    Change vs previous 13F +8,660 shares

    0.15% of the 13F portfolio, value $14,456,621.

    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.: 25,790 shares
    • Stratos Investment Management, LLC: 144,047 shares

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

  6. period ended2025-03-31
    13F 161,177 shares
    Change vs previous 13F +7,545 shares

    0.14% of the 13F portfolio, value $11,441,992.

    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.: 25,118 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 136,059 shares

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

  7. period ended2024-12-31
    13F 153,632 shares
    Change vs previous 13F +21,316 shares

    0.1% of the 13F portfolio, value $10,814,313.

    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.: 35,177 shares
    • Stratos Wealth Advisors, LLC: 19,059 shares
    • Stratos Investment Management, LLC: 99,396 shares

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

  8. period ended2024-09-30
    13F 132,316 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,283,090.

    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.: 39,090 shares
    • Stratos Wealth Advisors, LLC: 19,649 shares
    • Stratos Investment Management, LLC: 73,577 shares

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