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Stratos Wealth Partners, LTD.: CGMU position timeline

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

Stratos Wealth Partners, LTD. held 33,595 CGMU 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 33,595 shares
    Change vs previous 13F +2,379 shares

    0.01% of the 13F portfolio, value $922,899.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 24,221 shares
    • Stratos Wealth Advisors, LLC: 9,374 shares

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

  2. period ended2026-03-31
    13F 31,216 shares
    Change vs previous 13F +15,286 shares

    0.01% of the 13F portfolio, value $847,550.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 22,013 shares
    • Stratos Wealth Advisors, LLC: 9,203 shares

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

  3. period ended2025-12-31
    13F 15,930 shares
    Change vs previous 13F +1,430 shares

    <0.01% of the 13F portfolio, value $436,187.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,500 shares
    Change vs previous 13F +4,121 shares

    <0.01% of the 13F portfolio, value $395,723.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,379 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,039.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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