Stratos Wealth Partners, LTD.: IAGG position timeline

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

Stratos Wealth Partners, LTD. held 1,060,034 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 1,060,034 shares
Change vs previous 13F +28,204 shares
0.42% of the 13F portfolio, value $53,637,811.
13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Stratos Wealth Partners, LTD.: 38,668 shares
- Stratos Investment Management, LLC: 1,021,366 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,031,830 shares
Change vs previous 13F +53,116 shares
0.46% of the 13F portfolio, value $51,632,830.
13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Stratos Wealth Partners, LTD.: 38,480 shares
- Stratos Investment Management, LLC: 993,350 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 978,714 shares
Change vs previous 13F +70,954 shares
0.43% of the 13F portfolio, value $48,945,536.
13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Stratos Wealth Partners, LTD.: 32,763 shares
- Stratos Investment Management, LLC: 945,951 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 907,760 shares
Change vs previous 13F +170,524 shares
0.43% of the 13F portfolio, value $46,504,585.
13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Stratos Wealth Partners, LTD.: 22,695 shares
- Stratos Wealth Advisors, LLC: 0 shares
- Stratos Investment Management, LLC: 885,065 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 737,236 shares
Change vs previous 13F +42,409 shares
0.33% of the 13F portfolio, value $37,665,427.
13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Partners, LTD.: 10,507 shares
- Stratos Wealth Advisors, LLC: 5,202 shares
- Stratos Investment Management, LLC: 721,527 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 694,827 shares
Change vs previous 13F +22,700 shares
0.41% of the 13F portfolio, value $34,734,454.
13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Partners, LTD.: 7,195 shares
- Stratos Investment Management, LLC: 687,632 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 672,127 shares
Change vs previous 13F +152,393 shares
0.38% of the 13F portfolio, value $33,552,656.
13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 8,303 shares
- Stratos Investment Management, LLC: 663,824 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 519,734 shares
Change vs previous 13F not available
0.32% of the 13F portfolio, value $26,932,653.
13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Stratos Wealth Partners, LTD.: 21,835 shares
- Stratos Investment Management, LLC: 497,899 shares
Acceptance time not in the bulk data set (spec §4.2).