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Stratos Wealth Partners, LTD.: HIG position timeline

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

Stratos Wealth Partners, LTD. held 15,578 HIG 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 15,578 shares
    Change vs previous 13F +401 shares

    0.02% of the 13F portfolio, value $2,064,608.

    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.: 7,440 shares
    • Stratos Investment Management, LLC: 8,138 shares

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

  2. period ended2026-03-31
    13F 15,177 shares
    Change vs previous 13F +654 shares

    0.02% of the 13F portfolio, value $2,052,531.

    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.: 7,381 shares
    • Stratos Investment Management, LLC: 7,796 shares

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

  3. period ended2025-12-31
    13F 14,523 shares
    Change vs previous 13F +508 shares

    0.02% of the 13F portfolio, value $2,001,395.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 7,274 shares
    • Stratos Investment Management, LLC: 7,249 shares

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

  4. period ended2025-09-30
    13F 14,015 shares
    Change vs previous 13F +5,168 shares

    0.02% of the 13F portfolio, value $1,869,515.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 7,210 shares
    • Stratos Investment Management, LLC: 6,805 shares

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

  5. period ended2025-06-30
    13F 8,847 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $1,122,574.

    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.: 2,214 shares
    • Stratos Investment Management, LLC: 6,633 shares

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

  6. period ended2025-03-31
    13F 8,805 shares
    Change vs previous 13F +1,907 shares

    0.01% of the 13F portfolio, value $1,089,535.

    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.: 2,346 shares
    • Stratos Investment Management, LLC: 6,459 shares

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

  7. period ended2024-12-31
    13F 6,898 shares
    Change vs previous 13F -449 shares

    0.01% of the 13F portfolio, value $754,834.

    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.: 2,574 shares
    • Stratos Investment Management, LLC: 4,324 shares

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

  8. period ended2024-09-30
    13F 7,347 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $864,246.

    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.: 2,430 shares
    • Stratos Investment Management, LLC: 4,917 shares

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