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Stratos Wealth Partners, LTD.: CRM position timeline

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

Stratos Wealth Partners, LTD. held 34,769 CRM 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 34,769 shares
    Change vs previous 13F -28,365 shares

    0.05% of the 13F portfolio, value $5,447,105.

    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.: 30,598 shares
    • Stratos Wealth Advisors, LLC: 4,171 shares
    • Stratos Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 63,134 shares
    Change vs previous 13F -44,198 shares

    0.09% of the 13F portfolio, value $11,785,464.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 27,912 shares
    • Stratos Wealth Advisors, LLC: 32,273 shares
    • Stratos Investment Management, LLC: 2,949 shares

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

  3. period ended2025-12-31
    13F 107,332 shares
    Change vs previous 13F +3,398 shares

    0.21% of the 13F portfolio, value $28,433,738.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 32,649 shares
    • Stratos Wealth Advisors, LLC: 42,724 shares
    • Stratos Investment Management, LLC: 31,959 shares

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

  4. period ended2025-09-30
    13F 103,934 shares
    Change vs previous 13F +7,595 shares

    0.19% of the 13F portfolio, value $24,632,622.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 33,860 shares
    • Stratos Wealth Advisors, LLC: 39,100 shares
    • Stratos Investment Management, LLC: 30,974 shares

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

  5. period ended2025-06-30
    13F 96,339 shares
    Change vs previous 13F -4,901 shares

    0.23% of the 13F portfolio, value $26,271,104.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 32,371 shares
    • Stratos Wealth Advisors, LLC: 34,326 shares
    • Stratos Investment Management, LLC: 29,642 shares

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

  6. period ended2025-03-31
    13F 101,240 shares
    Change vs previous 13F +846 shares

    0.26% of the 13F portfolio, value $27,169,072.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 32,287 shares
    • Stratos Wealth Advisors, LLC: 34,560 shares
    • Stratos Investment Management, LLC: 34,393 shares

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

  7. period ended2024-12-31
    13F 100,394 shares
    Change vs previous 13F -697 shares

    0.31% of the 13F portfolio, value $33,565,237.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 37,220 shares
    • Stratos Wealth Advisors, LLC: 35,640 shares
    • Stratos Investment Management, LLC: 27,534 shares

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

  8. period ended2024-09-30
    13F 101,091 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $27,670,089.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 36,263 shares
    • Stratos Wealth Advisors, LLC: 35,188 shares
    • Stratos Investment Management, LLC: 29,640 shares

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