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Stratos Wealth Partners, LTD.: CGSM position timeline

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

Stratos Wealth Partners, LTD. held 43,213 CGSM 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 43,213 shares
    Change vs previous 13F +13,738 shares

    0.01% of the 13F portfolio, value $1,140,175.

    13F-HR 0001612865-26-000004 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).

  2. period ended2026-03-31
    13F 29,475 shares
    Change vs previous 13F +4,000 shares

    0.01% of the 13F portfolio, value $774,603.

    13F-HR 0001612865-26-000002 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).

  3. period ended2025-12-31
    13F 25,475 shares
    Change vs previous 13F +3,795 shares

    0.01% of the 13F portfolio, value $671,012.

    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 21,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $571,485.

    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).