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Stratos Wealth Partners, LTD.: IBTG position timeline

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

Stratos Wealth Partners, LTD. held 1,168,305 IBTG 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 1,168,305 shares
    Change vs previous 13F -127,836 shares

    0.23% of the 13F portfolio, value $26,742,520.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 702,959 shares
    • Stratos Wealth Advisors, LLC: 465,346 shares

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

  2. period ended2026-03-31
    13F 1,296,141 shares
    Change vs previous 13F -833,000 shares

    0.28% of the 13F portfolio, value $29,701,082.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 694,323 shares
    • Stratos Wealth Advisors, LLC: 601,818 shares

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

  3. period ended2025-12-31
    13F 2,129,141 shares
    Change vs previous 13F -22,397 shares

    0.45% of the 13F portfolio, value $48,704,123.

    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.: 675,295 shares
    • Stratos Wealth Advisors, LLC: 1,453,846 shares

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

  4. period ended2025-09-30
    13F 2,151,538 shares
    Change vs previous 13F +1,003,375 shares

    0.47% of the 13F portfolio, value $49,377,809.

    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.: 668,540 shares
    • Stratos Wealth Advisors, LLC: 1,482,998 shares

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

  5. period ended2025-06-30
    13F 1,148,163 shares
    Change vs previous 13F +397,927 shares

    0.28% of the 13F portfolio, value $26,327,387.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 640,463 shares
    • Stratos Wealth Advisors, LLC: 507,700 shares

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

  6. period ended2025-03-31
    13F 750,236 shares
    Change vs previous 13F +22,349 shares

    0.2% of the 13F portfolio, value $17,210,430.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 697,004 shares
    • Stratos Wealth Advisors, LLC: 53,232 shares

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

  7. period ended2024-12-31
    13F 727,887 shares
    Change vs previous 13F +72,534 shares

    0.18% of the 13F portfolio, value $16,603,122.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 671,906 shares
    • Stratos Wealth Advisors, LLC: 55,981 shares

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

  8. period ended2024-09-30
    13F 655,353 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,115,735.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 617,272 shares
    • Stratos Wealth Advisors, LLC: 38,081 shares

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