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Stratos Wealth Partners, LTD.: ED position timeline

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

Stratos Wealth Partners, LTD. held 39,310 ED 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 39,310 shares
    Change vs previous 13F +1,442 shares

    0.03% of the 13F portfolio, value $4,348,991.

    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.: 12,449 shares
    • Stratos Investment Management, LLC: 26,861 shares

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

  2. period ended2026-03-31
    13F 37,868 shares
    Change vs previous 13F +792 shares

    0.04% of the 13F portfolio, value $4,285,947.

    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.: 12,484 shares
    • Stratos Investment Management, LLC: 25,384 shares

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

  3. period ended2025-12-31
    13F 37,076 shares
    Change vs previous 13F +1,558 shares

    0.03% of the 13F portfolio, value $3,682,544.

    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.: 13,008 shares
    • Stratos Investment Management, LLC: 24,068 shares

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

  4. period ended2025-09-30
    13F 35,518 shares
    Change vs previous 13F -8,511 shares

    0.03% of the 13F portfolio, value $3,570,373.

    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.: 13,029 shares
    • Stratos Investment Management, LLC: 22,489 shares

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

  5. period ended2025-06-30
    13F 44,029 shares
    Change vs previous 13F +32,976 shares

    0.05% of the 13F portfolio, value $4,418,424.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 23,807 shares
    • Stratos Investment Management, LLC: 20,222 shares

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

  6. period ended2025-03-31
    13F 11,053 shares
    Change vs previous 13F +829 shares

    0.02% of the 13F portfolio, value $1,222,389.

    13F-HR 0001085146-25-002483 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).

  7. period ended2024-12-31
    13F 10,224 shares
    Change vs previous 13F +166 shares

    0.01% of the 13F portfolio, value $912,344.

    13F-HR 0001085146-25-000497 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).

  8. period ended2024-09-30
    13F 10,058 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,047,357.

    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).