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Stratos Wealth Partners, LTD.: IBHF position timeline

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

Stratos Wealth Partners, LTD. held 389,167 IBHF 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 389,167 shares
    Change vs previous 13F -278 shares

    0.09% of the 13F portfolio, value $8,814,654.

    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 389,445 shares
    Change vs previous 13F +9,087 shares

    0.1% of the 13F portfolio, value $8,937,782.

    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 380,358 shares
    Change vs previous 13F +12,830 shares

    0.1% of the 13F portfolio, value $8,778,681.

    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 367,528 shares
    Change vs previous 13F +228,807 shares

    0.1% of the 13F portfolio, value $8,596,492.

    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 138,721 shares
    Change vs previous 13F +55,569 shares

    0.04% of the 13F portfolio, value $3,222,509.

    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 83,152 shares
    Change vs previous 13F +68,914 shares

    0.03% of the 13F portfolio, value $1,930,800.

    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 14,238 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $329,631.

    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).