Skip to content
Disclosery

Stratos Wealth Partners, LTD.: IBKR position timeline

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

Stratos Wealth Partners, LTD. held 9,593 IBKR 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 9,593 shares
    Change vs previous 13F +3,892 shares

    0.01% of the 13F portfolio, value $835,034.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 3,904 shares
    • Stratos Investment Management, LLC: 5,689 shares

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

  2. period ended2026-03-31
    13F 5,701 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $382,378.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    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 5,678 shares
    Change vs previous 13F -2,575 shares

    0.01% of the 13F portfolio, value $365,160.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 0 shares
    • Stratos Investment Management, LLC: 5,678 shares

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

  4. period ended2025-09-30
    13F 8,253 shares
    Change vs previous 13F +2,969 shares

    0.01% of the 13F portfolio, value $567,936.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,969 shares
    • Stratos Investment Management, LLC: 5,284 shares

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

  5. period ended2025-06-30
    13F 5,284 shares
    Change vs previous 13F +3,974 shares

    0.01% of the 13F portfolio, value $292,786.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    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 1,310 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $216,923.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    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 1,275 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $225,254.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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