Skip to content
Disclosery

Stratos Wealth Partners, LTD.: DFSD position timeline

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

Stratos Wealth Partners, LTD. held 290,574 DFSD 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 290,574 shares
    Change vs previous 13F +22,688 shares

    0.11% of the 13F portfolio, value $13,874,991.

    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.: 8,188 shares
    • Stratos Investment Management, LLC: 282,386 shares

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

  2. period ended2026-03-31
    13F 267,886 shares
    Change vs previous 13F +692 shares

    0.51% of the 13F portfolio, value $12,826,405.

    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 267,194 shares
    Change vs previous 13F -2,804 shares

    0.51% of the 13F portfolio, value $12,811,983.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 267,194 shares

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

  4. period ended2025-09-30
    13F 269,998 shares
    Change vs previous 13F +183,520 shares

    0.29% of the 13F portfolio, value $13,011,222.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 12,701 shares
    • Stratos Investment Management, LLC: 257,297 shares

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

  5. period ended2025-06-30
    13F 86,478 shares
    Change vs previous 13F +78,917 shares

    0.1% of the 13F portfolio, value $4,151,853.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 9,095 shares
    • Stratos Investment Management, LLC: 77,383 shares

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

  6. period ended2025-03-31
    13F 7,561 shares
    Change vs previous 13F -17,238 shares

    0.02% of the 13F portfolio, value $359,343.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 7,561 shares
    • Stratos Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 24,799 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,162,589.

    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).