Stratos Wealth Partners, LTD.: CB position timeline

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

Stratos Wealth Partners, LTD. held 9,808 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 9,808 shares
Change vs previous 13F -82 shares
0.03% of the 13F portfolio, value $3,342,200.
13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Stratos Wealth Partners, LTD.: 8,769 shares
- Stratos Investment Management, LLC: 1,039 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,890 shares
Change vs previous 13F +138 shares
0.03% of the 13F portfolio, value $3,223,881.
13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Stratos Wealth Partners, LTD.: 8,768 shares
- Stratos Investment Management, LLC: 1,122 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 9,752 shares
Change vs previous 13F +1,137 shares
0.03% of the 13F portfolio, value $3,044,060.
13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Stratos Wealth Partners, LTD.: 8,669 shares
- Stratos Investment Management, LLC: 1,083 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,615 shares
Change vs previous 13F +1,341 shares
0.02% of the 13F portfolio, value $2,432,027.
13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Stratos Wealth Partners, LTD.: 7,368 shares
- Stratos Wealth Advisors, LLC: 0 shares
- Stratos Investment Management, LLC: 1,247 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 7,274 shares
Change vs previous 13F -441 shares
0.02% of the 13F portfolio, value $2,107,608.
13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Partners, LTD.: 5,131 shares
- Stratos Wealth Advisors, LLC: 806 shares
- Stratos Investment Management, LLC: 1,337 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 7,715 shares
Change vs previous 13F -2,403 shares
0.02% of the 13F portfolio, value $2,330,000.
13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Partners, LTD.: 5,580 shares
- Stratos Wealth Advisors, LLC: 813 shares
- Stratos Investment Management, LLC: 1,322 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,118 shares
Change vs previous 13F +252 shares
0.03% of the 13F portfolio, value $2,795,932.
13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 8,101 shares
- Stratos Wealth Advisors, LLC: 834 shares
- Stratos Investment Management, LLC: 1,183 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,866 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $2,845,564.
13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Stratos Wealth Partners, LTD.: 7,812 shares
- Stratos Wealth Advisors, LLC: 874 shares
- Stratos Investment Management, LLC: 1,180 shares
Acceptance time not in the bulk data set (spec §4.2).