Stratos Wealth Partners, LTD.: IBDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on IBDT, newest first. How the timeline and the estimate are built.
Stratos Wealth Partners, LTD. held 527,531 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 527,531 sharesChange vs previous 13F +38,689 shares
0.13% of the 13F portfolio, value $13,320,179.
13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 488,842 sharesChange vs previous 13F +41,842 shares
0.14% of the 13F portfolio, value $12,382,374.
13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 447,000 sharesChange vs previous 13F +60,874 shares
0.13% of the 13F portfolio, value $11,378,392.
13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 386,126 sharesChange vs previous 13F -11,271 shares
0.12% of the 13F portfolio, value $9,853,936.
13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 397,397 sharesChange vs previous 13F -15,734 shares
0.14% of the 13F portfolio, value $10,101,833.
13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 413,131 sharesChange vs previous 13F +344,424 shares
0.16% of the 13F portfolio, value $10,435,699.
13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 68,707 sharesChange vs previous 13F +2,524 shares
0.02% of the 13F portfolio, value $1,710,809.
13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 66,183 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,689,654.
13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).