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Stratos Wealth Partners, LTD.: CSHI position timeline

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

Stratos Wealth Partners, LTD. held 205,946 CSHI 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 205,946 shares
    Change vs previous 13F +20,764 shares

    0.1% of the 13F portfolio, value $10,258,186.

    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 185,182 shares
    Change vs previous 13F +22,282 shares

    0.1% of the 13F portfolio, value $9,218,399.

    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 162,900 shares
    Change vs previous 13F +3,144 shares

    0.09% of the 13F portfolio, value $8,101,065.

    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 159,756 shares
    Change vs previous 13F +3,121 shares

    0.09% of the 13F portfolio, value $7,943,581.

    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 156,635 shares
    Change vs previous 13F +38,151 shares

    0.11% of the 13F portfolio, value $7,789,478.

    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 118,484 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,880,397.

    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).