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Stratos Wealth Partners, LTD.: IBMQ position timeline

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

Stratos Wealth Partners, LTD. held 319,695 IBMQ 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 319,695 shares
    Change vs previous 13F +24,230 shares

    0.07% of the 13F portfolio, value $8,177,813.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 35,234 shares
    • Stratos Wealth Advisors, LLC: 284,461 shares

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

  2. period ended2026-03-31
    13F 295,465 shares
    Change vs previous 13F +59,806 shares

    0.07% of the 13F portfolio, value $7,543,244.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 35,207 shares
    • Stratos Wealth Advisors, LLC: 260,258 shares

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

  3. period ended2025-12-31
    13F 235,659 shares
    Change vs previous 13F +34,772 shares

    0.06% of the 13F portfolio, value $6,026,997.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 35,043 shares
    • Stratos Wealth Advisors, LLC: 200,616 shares

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

  4. period ended2025-09-30
    13F 200,887 shares
    Change vs previous 13F +74,764 shares

    0.05% of the 13F portfolio, value $5,150,775.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 33,883 shares
    • Stratos Wealth Advisors, LLC: 167,004 shares

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

  5. period ended2025-06-30
    13F 126,123 shares
    Change vs previous 13F +50,756 shares

    0.03% of the 13F portfolio, value $3,204,802.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 28,281 shares
    • Stratos Wealth Advisors, LLC: 97,842 shares

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

  6. period ended2025-03-31
    13F 75,367 shares
    Change vs previous 13F +41,134 shares

    0.02% of the 13F portfolio, value $1,906,046.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 34,255 shares
    • Stratos Wealth Advisors, LLC: 41,112 shares

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

  7. period ended2024-12-31
    13F 34,233 shares
    Change vs previous 13F +6,028 shares

    0.01% of the 13F portfolio, value $861,998.

    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).

  8. period ended2024-09-30
    13F 28,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $722,916.

    13F-HR 0001085146-24-004982 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).