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Stratos Wealth Partners, LTD.: DWM position timeline

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

Stratos Wealth Partners, LTD. held 21,038 DWM 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 21,038 shares
    Change vs previous 13F -3,378 shares

    0.08% of the 13F portfolio, value $1,540,292.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 24,416 shares
    Change vs previous 13F +3,195 shares

    0.1% of the 13F portfolio, value $1,706,514.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, 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 21,221 shares
    Change vs previous 13F -2,037 shares

    0.07% of the 13F portfolio, value $1,459,204.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,258 shares
    Change vs previous 13F +1,946 shares

    0.07% of the 13F portfolio, value $1,540,111.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,312 shares
    Change vs previous 13F +972 shares

    0.07% of the 13F portfolio, value $1,354,641.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,340 shares
    Change vs previous 13F +2,849 shares

    0.06% of the 13F portfolio, value $1,182,882.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    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 17,491 shares
    Change vs previous 13F +506 shares

    0.04% of the 13F portfolio, value $921,717.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    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 16,985 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $977,630.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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