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Stratos Wealth Partners, LTD.: DFAX position timeline

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

Stratos Wealth Partners, LTD. held 87,220 DFAX 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 87,220 shares
    Change vs previous 13F +4,990 shares

    0.02% of the 13F portfolio, value $3,213,238.

    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.: 24,965 shares
    • Stratos Wealth Advisors, LLC: 30,172 shares
    • Stratos Investment Management, LLC: 32,083 shares

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

  2. period ended2026-03-31
    13F 82,230 shares
    Change vs previous 13F -11,465 shares

    0.02% of the 13F portfolio, value $2,793,398.

    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.: 20,287 shares
    • Stratos Wealth Advisors, LLC: 30,172 shares
    • Stratos Investment Management, LLC: 31,771 shares

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

  3. period ended2025-12-31
    13F 93,695 shares
    Change vs previous 13F +1,398 shares

    0.02% of the 13F portfolio, value $3,066,664.

    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.: 24,360 shares
    • Stratos Wealth Advisors, LLC: 30,172 shares
    • Stratos Investment Management, LLC: 39,163 shares

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

  4. period ended2025-09-30
    13F 92,297 shares
    Change vs previous 13F -15,556 shares

    0.02% of the 13F portfolio, value $2,896,298.

    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.: 22,857 shares
    • Stratos Wealth Advisors, LLC: 30,241 shares
    • Stratos Investment Management, LLC: 39,199 shares

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

  5. period ended2025-06-30
    13F 107,853 shares
    Change vs previous 13F +60,182 shares

    0.03% of the 13F portfolio, value $3,167,681.

    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.: 16,869 shares
    • Stratos Wealth Advisors, LLC: 30,241 shares
    • Stratos Investment Management, LLC: 60,743 shares

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

  6. period ended2025-03-31
    13F 47,671 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $1,248,993.

    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.: 17,072 shares
    • Stratos Wealth Advisors, LLC: 30,599 shares

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

  7. period ended2024-12-31
    13F 47,666 shares
    Change vs previous 13F -3,943 shares

    0.01% of the 13F portfolio, value $1,184,986.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 17,067 shares
    • Stratos Wealth Advisors, LLC: 30,599 shares

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

  8. period ended2024-09-30
    13F 51,609 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,393,964.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 18,133 shares
    • Stratos Wealth Advisors, LLC: 33,476 shares

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