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Stratos Wealth Partners, LTD.: CLM position timeline

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

Stratos Wealth Partners, LTD. held 333,993 CLM 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 333,993 shares
    Change vs previous 13F -8,518 shares

    0.03% of the 13F portfolio, value $2,524,989.

    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 342,511 shares
    Change vs previous 13F -283,574 shares

    0.03% of the 13F portfolio, value $2,493,487.

    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 626,085 shares
    Change vs previous 13F +117,607 shares

    0.06% of the 13F portfolio, value $5,234,074.

    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 508,478 shares
    Change vs previous 13F -39,999 shares

    0.05% of the 13F portfolio, value $4,210,201.

    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 548,477 shares
    Change vs previous 13F +182,143 shares

    0.06% of the 13F portfolio, value $4,453,635.

    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).

  6. period ended2025-03-31
    13F 366,334 shares
    Change vs previous 13F +330,195 shares

    0.04% of the 13F portfolio, value $2,721,868.

    13F-HR 0001085146-25-002483 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).

  7. period ended2024-12-31
    13F 36,139 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,434.

    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).