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Stratos Wealth Partners, LTD.: DFEM position timeline

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

Stratos Wealth Partners, LTD. held 730,425 DFEM 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 730,425 shares
    Change vs previous 13F +13,288 shares

    0.2% of the 13F portfolio, value $29,684,554.

    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.: 12,912 shares
    • Stratos Wealth Advisors, LLC: 5,606 shares
    • Stratos Investment Management, LLC: 711,907 shares

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

  2. period ended2026-03-31
    13F 717,137 shares
    Change vs previous 13F -5,902 shares

    0.99% of the 13F portfolio, value $24,777,087.

    13F-HR 0001707206-26-000002 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).

  3. period ended2025-12-31
    13F 723,039 shares
    Change vs previous 13F +16,555 shares

    0.96% of the 13F portfolio, value $23,918,160.

    13F-HR 0001707206-26-000001 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).

  4. period ended2025-09-30
    13F 706,484 shares
    Change vs previous 13F +72,688 shares

    0.94% of the 13F portfolio, value $22,656,947.

    13F-HR 0001707206-25-000004 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).

  5. period ended2025-06-30
    13F 633,796 shares
    Change vs previous 13F +5,847 shares

    0.86% of the 13F portfolio, value $18,811,077.

    13F-HR 0001085146-25-004227 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).

  6. period ended2025-03-31
    13F 627,949 shares
    Change vs previous 13F +27,792 shares

    0.89% of the 13F portfolio, value $16,615,541.

    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 600,157 shares
    Change vs previous 13F -49,651 shares

    0.94% of the 13F portfolio, value $15,718,138.

    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 649,808 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $18,292,098.

    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).