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Stratos Wealth Partners, LTD.: COM position timeline

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

Stratos Wealth Partners, LTD. held 35,843 COM 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 35,843 shares
    Change vs previous 13F -139,451 shares

    0.01% of the 13F portfolio, value $1,168,533.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 9,469 shares
    • Stratos Investment Management, LLC: 26,374 shares

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

  2. period ended2026-03-31
    13F 175,294 shares
    Change vs previous 13F -267,386 shares

    0.05% of the 13F portfolio, value $5,884,648.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 10,159 shares
    • Stratos Investment Management, LLC: 165,135 shares

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

  3. period ended2025-12-31
    13F 442,680 shares
    Change vs previous 13F -777 shares

    0.12% of the 13F portfolio, value $13,094,452.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 11,065 shares
    • Stratos Investment Management, LLC: 431,615 shares

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

  4. period ended2025-09-30
    13F 443,457 shares
    Change vs previous 13F +204,479 shares

    0.12% of the 13F portfolio, value $12,741,397.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 12,001 shares
    • Stratos Investment Management, LLC: 431,456 shares

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

  5. period ended2025-06-30
    13F 238,978 shares
    Change vs previous 13F +8,964 shares

    0.07% of the 13F portfolio, value $6,610,166.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 14,947 shares
    • Stratos Investment Management, LLC: 224,031 shares

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

  6. period ended2025-03-31
    13F 230,014 shares
    Change vs previous 13F +38,570 shares

    0.08% of the 13F portfolio, value $6,748,634.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 14,783 shares
    • Stratos Investment Management, LLC: 215,231 shares

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

  7. period ended2024-12-31
    13F 191,444 shares
    Change vs previous 13F -14,071 shares

    0.06% of the 13F portfolio, value $5,421,731.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 15,207 shares
    • Stratos Investment Management, LLC: 176,237 shares

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

  8. period ended2024-09-30
    13F 205,515 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,906,537.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 16,167 shares
    • Stratos Investment Management, LLC: 189,348 shares

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