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Stratos Wealth Partners, LTD.: DFIC position timeline

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

Stratos Wealth Partners, LTD. held 393,801 DFIC 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 393,801 shares
    Change vs previous 13F +31,291 shares

    0.12% of the 13F portfolio, value $14,673,053.

    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.: 25,696 shares
    • Stratos Investment Management, LLC: 368,105 shares

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

  2. period ended2026-03-31
    13F 362,510 shares
    Change vs previous 13F +12,572 shares

    0.11% of the 13F portfolio, value $12,879,983.

    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.: 13,308 shares
    • Stratos Investment Management, LLC: 349,202 shares

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

  3. period ended2025-12-31
    13F 349,938 shares
    Change vs previous 13F +12,567 shares

    0.11% of the 13F portfolio, value $12,058,891.

    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.: 8,864 shares
    • Stratos Investment Management, LLC: 341,074 shares

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

  4. period ended2025-09-30
    13F 337,371 shares
    Change vs previous 13F +213,405 shares

    0.1% of the 13F portfolio, value $11,062,401.

    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.: 6,987 shares
    • Stratos Investment Management, LLC: 330,384 shares

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

  5. period ended2025-06-30
    13F 123,966 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,854,103.

    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).