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Stratos Wealth Partners, LTD.: CTA position timeline

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

Stratos Wealth Partners, LTD. held 96,346 CTA 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 96,346 shares
    Change vs previous 13F -6,958 shares

    0.09% of the 13F portfolio, value $2,499,218.

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

    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 96,346 shares

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

  2. period ended2026-03-31
    13F 103,304 shares
    Change vs previous 13F -70,200 shares

    0.08% of the 13F portfolio, value $3,121,856.

    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.: 0 shares
    • Stratos Wealth Advisors, LLC: 8,473 shares
    • Stratos Investment Management, LLC: 94,831 shares

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

  3. period ended2025-12-31
    13F 173,504 shares
    Change vs previous 13F -11,943 shares

    0.04% of the 13F portfolio, value $4,729,746.

    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.: 39,821 shares
    • Stratos Wealth Advisors, LLC: 8,581 shares
    • Stratos Investment Management, LLC: 125,102 shares

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

  4. period ended2025-09-30
    13F 185,447 shares
    Change vs previous 13F -12,526 shares

    0.04% of the 13F portfolio, value $5,186,955.

    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.: 52,280 shares
    • Stratos Wealth Advisors, LLC: 9,224 shares
    • Stratos Investment Management, LLC: 123,943 shares

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

  5. period ended2025-06-30
    13F 197,973 shares
    Change vs previous 13F -21,916 shares

    0.05% of the 13F portfolio, value $5,293,807.

    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.: 46,893 shares
    • Stratos Wealth Advisors, LLC: 28,214 shares
    • Stratos Investment Management, LLC: 122,866 shares

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

  6. period ended2025-03-31
    13F 219,889 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,508,746.

    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.: 72,468 shares
    • Stratos Wealth Advisors, LLC: 61,684 shares
    • Stratos Investment Management, LLC: 85,737 shares

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