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Stratos Wealth Partners, LTD.: DDWM position timeline

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

Stratos Wealth Partners, LTD. held 625,844 DDWM 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 625,844 shares
    Change vs previous 13F +19,723 shares

    0.23% of the 13F portfolio, value $28,901,514.

    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.: 13,996 shares
    • Stratos Investment Management, LLC: 611,848 shares

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

  2. period ended2026-03-31
    13F 606,121 shares
    Change vs previous 13F -100 shares

    0.24% of the 13F portfolio, value $26,736,040.

    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.: 12,572 shares
    • Stratos Investment Management, LLC: 593,549 shares

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

  3. period ended2025-12-31
    13F 606,221 shares
    Change vs previous 13F +17,369 shares

    0.23% of the 13F portfolio, value $26,394,874.

    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.: 12,944 shares
    • Stratos Investment Management, LLC: 593,277 shares

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

  4. period ended2025-09-30
    13F 588,852 shares
    Change vs previous 13F -1,704 shares

    0.23% of the 13F portfolio, value $24,614,051.

    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.: 12,348 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 576,504 shares

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

  5. period ended2025-06-30
    13F 590,556 shares
    Change vs previous 13F +22,872 shares

    0.2% of the 13F portfolio, value $23,421,483.

    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.: 12,540 shares
    • Stratos Wealth Advisors, LLC: 10,719 shares
    • Stratos Investment Management, LLC: 567,297 shares

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

  6. period ended2025-03-31
    13F 567,684 shares
    Change vs previous 13F -57,573 shares

    0.2% of the 13F portfolio, value $20,885,116.

    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.: 12,470 shares
    • Stratos Wealth Advisors, LLC: 9,777 shares
    • Stratos Investment Management, LLC: 545,437 shares

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

  7. period ended2024-12-31
    13F 625,257 shares
    Change vs previous 13F -117,452 shares

    0.2% of the 13F portfolio, value $21,496,377.

    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.: 13,724 shares
    • Stratos Wealth Advisors, LLC: 24,568 shares
    • Stratos Investment Management, LLC: 586,965 shares

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

  8. period ended2024-09-30
    13F 742,709 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $26,633,628.

    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.: 15,091 shares
    • Stratos Wealth Advisors, LLC: 72,021 shares
    • Stratos Investment Management, LLC: 655,597 shares

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