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Stratos Wealth Partners, LTD.: HTGC position timeline

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

Stratos Wealth Partners, LTD. held 25,410 HTGC 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 25,410 shares
    Change vs previous 13F +4,288 shares

    <0.01% of the 13F portfolio, value $400,716.

    13F-HR 0001612865-26-000004 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).

  2. period ended2026-03-31
    13F 21,122 shares
    Change vs previous 13F +6,498 shares

    <0.01% of the 13F portfolio, value $311,974.

    13F-HR 0001612865-26-000002 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).

  3. period ended2025-12-31
    13F 14,624 shares
    Change vs previous 13F -2,098 shares

    <0.01% of the 13F portfolio, value $275,235.

    13F-HR 0001612865-26-000001 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).

  4. period ended2025-09-30
    13F 16,722 shares
    Change vs previous 13F +3,785 shares

    <0.01% of the 13F portfolio, value $316,219.

    13F-HR 0001612865-25-000004 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).

  5. period ended2025-06-30
    13F 12,937 shares
    Change vs previous 13F +120 shares

    <0.01% of the 13F portfolio, value $236,499.

    13F-HR 0001085146-25-004229 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).

  6. period ended2025-03-31
    13F 12,817 shares
    Change vs previous 13F -4,443 shares

    <0.01% of the 13F portfolio, value $246,231.

    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 17,260 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $346,758.

    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 17,151 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,864.

    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).