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Stratos Wealth Partners, LTD.: IBHG position timeline

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

Stratos Wealth Partners, LTD. held 54,604 IBHG 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 54,604 shares
    Change vs previous 13F +9,673 shares

    0.01% of the 13F portfolio, value $1,205,663.

    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 44,931 shares
    Change vs previous 13F +10,507 shares

    0.01% of the 13F portfolio, value $994,343.

    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 34,424 shares
    Change vs previous 13F +8,444 shares

    0.01% of the 13F portfolio, value $768,354.

    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 25,980 shares
    Change vs previous 13F +1,290 shares

    0.01% of the 13F portfolio, value $584,304.

    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 24,690 shares
    Change vs previous 13F +373 shares

    0.01% of the 13F portfolio, value $556,532.

    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 24,317 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $542,885.

    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).