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Stratos Wealth Partners, LTD.: DGRW position timeline

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

Stratos Wealth Partners, LTD. held 1,085,756 DGRW 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 1,085,756 shares
    Change vs previous 13F +18,389 shares

    0.72% of the 13F portfolio, value $103,820,170.

    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.: 100,714 shares
    • Stratos Wealth Advisors, LLC: 13,268 shares
    • Stratos Investment Management, LLC: 971,774 shares

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

  2. period ended2026-03-31
    13F 1,067,367 shares
    Change vs previous 13F -3,853 shares

    0.73% of the 13F portfolio, value $93,757,741.

    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.: 114,560 shares
    • Stratos Wealth Advisors, LLC: 12,178 shares
    • Stratos Investment Management, LLC: 940,629 shares

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

  3. period ended2025-12-31
    13F 1,071,220 shares
    Change vs previous 13F -37,262 shares

    0.71% of the 13F portfolio, value $95,799,310.

    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.: 133,449 shares
    • Stratos Wealth Advisors, LLC: 11,526 shares
    • Stratos Investment Management, LLC: 926,245 shares

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

  4. period ended2025-09-30
    13F 1,108,482 shares
    Change vs previous 13F +32,235 shares

    0.76% of the 13F portfolio, value $98,610,667.

    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.: 194,659 shares
    • Stratos Wealth Advisors, LLC: 11,359 shares
    • Stratos Investment Management, LLC: 902,464 shares

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

  5. period ended2025-06-30
    13F 1,076,247 shares
    Change vs previous 13F -3,890 shares

    0.79% of the 13F portfolio, value $90,125,082.

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

    • Stratos Wealth Partners, LTD.: 191,060 shares
    • Stratos Wealth Advisors, LLC: 10,353 shares
    • Stratos Investment Management, LLC: 874,834 shares

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

  6. period ended2025-03-31
    13F 1,080,137 shares
    Change vs previous 13F +90,905 shares

    0.84% of the 13F portfolio, value $86,259,894.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 184,500 shares
    • Stratos Wealth Advisors, LLC: 10,511 shares
    • Stratos Investment Management, LLC: 885,126 shares

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

  7. period ended2024-12-31
    13F 989,232 shares
    Change vs previous 13F +130,398 shares

    0.74% of the 13F portfolio, value $80,058,658.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 140,488 shares
    • Stratos Wealth Advisors, LLC: 10,843 shares
    • Stratos Investment Management, LLC: 837,901 shares

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

  8. period ended2024-09-30
    13F 858,834 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $71,463,723.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 123,316 shares
    • Stratos Wealth Advisors, LLC: 42,282 shares
    • Stratos Investment Management, LLC: 693,236 shares

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