Stratos Wealth Partners, LTD.: DFSV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on DFSV, newest first. How the timeline and the estimate are built.
Stratos Wealth Partners, LTD. held 28,702 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 28,702 sharesChange vs previous 13F +12,868 shares
0.01% of the 13F portfolio, value $1,113,426.
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.: 14,196 shares
- Stratos Investment Management, LLC: 14,506 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,834 sharesChange vs previous 13F -8,011 shares
0.02% of the 13F portfolio, value $554,843.
13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,845 sharesChange vs previous 13F -287 shares
0.03% of the 13F portfolio, value $784,291.
13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,132 sharesChange vs previous 13F -21,909 shares
0.03% of the 13F portfolio, value $768,391.
13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 46,041 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,354,997.
13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).