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Stratos Wealth Partners, LTD.: IBB position timeline

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

Stratos Wealth Partners, LTD. held 15,364 IBB 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 15,364 shares
    Change vs previous 13F +1,939 shares

    0.02% of the 13F portfolio, value $2,922,277.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 11,171 shares
    • Stratos Wealth Advisors, LLC: 4,193 shares

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

  2. period ended2026-03-31
    13F 13,425 shares
    Change vs previous 13F +2,942 shares

    0.02% of the 13F portfolio, value $2,266,972.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 9,455 shares
    • Stratos Wealth Advisors, LLC: 3,970 shares

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

  3. period ended2025-12-31
    13F 10,483 shares
    Change vs previous 13F +982 shares

    0.02% of the 13F portfolio, value $1,769,492.

    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.: 6,548 shares
    • Stratos Wealth Advisors, LLC: 3,935 shares

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

  4. period ended2025-09-30
    13F 9,501 shares
    Change vs previous 13F -722 shares

    0.01% of the 13F portfolio, value $1,371,821.

    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.: 5,515 shares
    • Stratos Wealth Advisors, LLC: 3,986 shares

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

  5. period ended2025-06-30
    13F 10,223 shares
    Change vs previous 13F -606 shares

    0.01% of the 13F portfolio, value $1,293,485.

    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.: 6,391 shares
    • Stratos Wealth Advisors, LLC: 3,832 shares

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

  6. period ended2025-03-31
    13F 10,829 shares
    Change vs previous 13F -1,166 shares

    0.02% of the 13F portfolio, value $1,385,123.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,935 shares
    • Stratos Wealth Advisors, LLC: 3,894 shares

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

  7. period ended2024-12-31
    13F 11,995 shares
    Change vs previous 13F -1,881 shares

    0.02% of the 13F portfolio, value $1,585,987.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 8,102 shares
    • Stratos Wealth Advisors, LLC: 3,893 shares

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

  8. period ended2024-09-30
    13F 13,876 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,020,592.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 9,874 shares
    • Stratos Wealth Advisors, LLC: 4,002 shares

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