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Stratos Wealth Partners, LTD.: DFAW position timeline

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

Stratos Wealth Partners, LTD. held 180,154 DFAW 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 180,154 shares
    Change vs previous 13F +17,232 shares

    0.12% of the 13F portfolio, value $14,915,009.

    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.: 16,220 shares
    • Stratos Investment Management, LLC: 163,934 shares

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

  2. period ended2026-03-31
    13F 162,922 shares
    Change vs previous 13F -16,438 shares

    0.11% of the 13F portfolio, value $12,020,480.

    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.: 3,409 shares
    • Stratos Investment Management, LLC: 159,513 shares

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

  3. period ended2025-12-31
    13F 179,360 shares
    Change vs previous 13F +9,676 shares

    0.12% of the 13F portfolio, value $13,269,109.

    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.: 13,787 shares
    • Stratos Investment Management, LLC: 165,573 shares

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

  4. period ended2025-09-30
    13F 169,684 shares
    Change vs previous 13F -25,527 shares

    0.11% of the 13F portfolio, value $12,193,586.

    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.: 13,836 shares
    • Stratos Investment Management, LLC: 155,848 shares

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

  5. period ended2025-06-30
    13F 195,211 shares
    Change vs previous 13F +70,174 shares

    0.14% of the 13F portfolio, value $13,094,826.

    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.: 6,417 shares
    • Stratos Investment Management, LLC: 188,794 shares

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

  6. period ended2025-03-31
    13F 125,037 shares
    Change vs previous 13F +50,855 shares

    0.41% of the 13F portfolio, value $7,662,285.

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

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

  7. period ended2024-12-31
    13F 74,182 shares
    Change vs previous 13F -16,625 shares

    0.28% of the 13F portfolio, value $4,633,417.

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

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

  8. period ended2024-09-30
    13F 90,807 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,762,661.

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

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