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Stratos Wealth Partners, LTD.: DFIV position timeline

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

Stratos Wealth Partners, LTD. held 132,837 DFIV 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 132,837 shares
    Change vs previous 13F +2,462 shares

    0.06% of the 13F portfolio, value $7,175,875.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 124,517 shares
    • Stratos Investment Management, LLC: 8,320 shares

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

  2. period ended2026-03-31
    13F 130,375 shares
    Change vs previous 13F -17,038 shares

    0.06% of the 13F portfolio, value $6,881,221.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 121,572 shares
    • Stratos Investment Management, LLC: 8,803 shares

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

  3. period ended2025-12-31
    13F 147,413 shares
    Change vs previous 13F +9,736 shares

    0.06% of the 13F portfolio, value $7,355,932.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 135,176 shares
    • Stratos Investment Management, LLC: 12,237 shares

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

  4. period ended2025-09-30
    13F 137,677 shares
    Change vs previous 13F +34,794 shares

    0.06% of the 13F portfolio, value $6,349,700.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 125,178 shares
    • Stratos Investment Management, LLC: 12,499 shares

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

  5. period ended2025-06-30
    13F 102,883 shares
    Change vs previous 13F +33,504 shares

    0.05% of the 13F portfolio, value $4,406,493.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 70,773 shares
    • Stratos Investment Management, LLC: 32,110 shares

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

  6. period ended2025-03-31
    13F 69,379 shares
    Change vs previous 13F -337 shares

    0.04% of the 13F portfolio, value $2,730,770.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    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 69,716 shares
    Change vs previous 13F -1,877 shares

    0.03% of the 13F portfolio, value $2,473,556.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    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 71,593 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,726,291.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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