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Stratos Wealth Partners, LTD.: DISV position timeline

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

Stratos Wealth Partners, LTD. held 55,924 DISV 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 55,924 shares
    Change vs previous 13F +3,664 shares

    0.02% of the 13F portfolio, value $2,244,259.

    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.: 17,119 shares
    • Stratos Investment Management, LLC: 38,805 shares

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

  2. period ended2026-03-31
    13F 52,260 shares
    Change vs previous 13F -4,936 shares

    0.02% of the 13F portfolio, value $2,061,161.

    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.: 13,583 shares
    • Stratos Investment Management, LLC: 38,677 shares

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

  3. period ended2025-12-31
    13F 57,196 shares
    Change vs previous 13F -723 shares

    0.02% of the 13F portfolio, value $2,173,488.

    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.: 14,817 shares
    • Stratos Investment Management, LLC: 42,379 shares

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

  4. period ended2025-09-30
    13F 57,919 shares
    Change vs previous 13F -9,122 shares

    0.02% of the 13F portfolio, value $2,067,152.

    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.: 16,049 shares
    • Stratos Investment Management, LLC: 41,870 shares

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

  5. period ended2025-06-30
    13F 67,041 shares
    Change vs previous 13F +25,837 shares

    0.02% of the 13F portfolio, value $2,206,347.

    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.: 15,439 shares
    • Stratos Investment Management, LLC: 51,602 shares

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

  6. period ended2025-03-31
    13F 41,204 shares
    Change vs previous 13F -317 shares

    0.01% of the 13F portfolio, value $1,199,905.

    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.: 14,452 shares
    • Stratos Investment Management, LLC: 26,752 shares

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

  7. period ended2024-12-31
    13F 41,521 shares
    Change vs previous 13F +27,095 shares

    0.01% of the 13F portfolio, value $1,103,231.

    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.: 13,411 shares
    • Stratos Investment Management, LLC: 28,110 shares

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

  8. period ended2024-09-30
    13F 14,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $419,247.

    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).