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Stratos Wealth Partners, LTD.: CLIP position timeline

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

Stratos Wealth Partners, LTD. held 33,295 CLIP 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 33,295 shares
    Change vs previous 13F +977 shares

    0.03% of the 13F portfolio, value $3,340,862.

    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 32,318 shares
    Change vs previous 13F -4,349 shares

    0.04% of the 13F portfolio, value $3,243,459.

    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.: 32,318 shares
    • Stratos Wealth Advisors, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 36,667 shares
    Change vs previous 13F +4,221 shares

    0.03% of the 13F portfolio, value $3,670,753.

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

    • Stratos Wealth Partners, LTD.: 33,609 shares
    • Stratos Wealth Advisors, LLC: 3,058 shares

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

  4. period ended2025-09-30
    13F 32,446 shares
    Change vs previous 13F +8,920 shares

    0.03% of the 13F portfolio, value $3,258,246.

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

    • Stratos Wealth Partners, LTD.: 29,452 shares
    • Stratos Wealth Advisors, LLC: 2,994 shares

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

  5. period ended2025-06-30
    13F 23,526 shares
    Change vs previous 13F -3,458 shares

    0.03% of the 13F portfolio, value $2,362,571.

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

    • Stratos Wealth Partners, LTD.: 20,532 shares
    • Stratos Wealth Advisors, LLC: 2,994 shares

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

  6. period ended2025-03-31
    13F 26,984 shares
    Change vs previous 13F +1,172 shares

    0.03% of the 13F portfolio, value $2,710,319.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 23,990 shares
    • Stratos Wealth Advisors, LLC: 2,994 shares

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

  7. period ended2024-12-31
    13F 25,812 shares
    Change vs previous 13F +16,077 shares

    0.04% of the 13F portfolio, value $2,583,858.

    13F-HR 0001085146-25-000497 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).

  8. period ended2024-09-30
    13F 9,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $978,393.

    13F-HR 0001085146-24-004982 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).