Stratos Wealth Partners, LTD.: CGDV position timeline

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

Stratos Wealth Partners, LTD. held 429,069 CGDV 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 429,069 shares
Change vs previous 13F +36,255 shares
0.18% of the 13F portfolio, value $21,144,550.
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.: 367,163 shares
- Stratos Wealth Advisors, LLC: 61,906 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 392,814 shares
Change vs previous 13F +54,231 shares
0.16% of the 13F portfolio, value $16,710,377.
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.: 330,366 shares
- Stratos Wealth Advisors, LLC: 62,448 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 338,583 shares
Change vs previous 13F +81,888 shares
0.11% of the 13F portfolio, value $14,775,848.
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.: 245,973 shares
- Stratos Wealth Advisors, LLC: 61,219 shares
- Stratos Investment Management, LLC: 31,391 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 256,695 shares
Change vs previous 13F +74,599 shares
0.08% of the 13F portfolio, value $10,788,959.
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.: 164,704 shares
- Stratos Wealth Advisors, LLC: 61,186 shares
- Stratos Investment Management, LLC: 30,805 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 182,096 shares
Change vs previous 13F +60,467 shares
0.06% of the 13F portfolio, value $7,191,030.
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.: 97,038 shares
- Stratos Wealth Advisors, LLC: 55,985 shares
- Stratos Investment Management, LLC: 29,073 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 121,629 shares
Change vs previous 13F +15,124 shares
0.05% of the 13F portfolio, value $4,334,868.
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.: 65,873 shares
- Stratos Wealth Advisors, LLC: 55,756 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 106,505 shares
Change vs previous 13F +24,928 shares
0.04% of the 13F portfolio, value $3,755,422.
13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 52,062 shares
- Stratos Wealth Advisors, LLC: 54,443 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 81,577 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $2,972,680.
13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Stratos Wealth Partners, LTD.: 27,583 shares
- Stratos Wealth Advisors, LLC: 53,994 shares
Acceptance time not in the bulk data set (spec §4.2).