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Stratos Wealth Partners, LTD.: DFIP position timeline

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

Stratos Wealth Partners, LTD. held 490,315 DFIP 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 490,315 shares
    Change vs previous 13F +24,255 shares

    0.73% of the 13F portfolio, value $20,227,980.

    13F-HR 0001707206-26-000004 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).

  2. period ended2026-03-31
    13F 466,060 shares
    Change vs previous 13F +20,281 shares

    0.78% of the 13F portfolio, value $19,444,041.

    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 445,779 shares
    Change vs previous 13F +22,148 shares

    0.74% of the 13F portfolio, value $18,524,376.

    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 423,631 shares
    Change vs previous 13F +74,389 shares

    0.74% of the 13F portfolio, value $17,889,978.

    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 349,242 shares
    Change vs previous 13F +22,248 shares

    0.67% of the 13F portfolio, value $14,601,810.

    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 326,994 shares
    Change vs previous 13F +18,958 shares

    0.73% of the 13F portfolio, value $13,770,072.

    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 308,036 shares
    Change vs previous 13F +95,151 shares

    0.75% of the 13F portfolio, value $12,472,646.

    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 212,885 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $9,000,796.

    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).