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Stratos Wealth Partners, LTD.: IBTH position timeline

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

Stratos Wealth Partners, LTD. held 2,623,604 IBTH 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 2,623,604 shares
    Change vs previous 13F +288,224 shares

    0.5% of the 13F portfolio, value $58,690,039.

    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.: 1,075,530 shares
    • Stratos Wealth Advisors, LLC: 1,548,074 shares

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

  2. period ended2026-03-31
    13F 2,335,380 shares
    Change vs previous 13F +515,335 shares

    0.5% of the 13F portfolio, value $52,382,587.

    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.: 1,047,678 shares
    • Stratos Wealth Advisors, LLC: 1,287,702 shares

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

  3. period ended2025-12-31
    13F 1,820,045 shares
    Change vs previous 13F +774,903 shares

    0.37% of the 13F portfolio, value $40,896,432.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,017,505 shares
    • Stratos Wealth Advisors, LLC: 802,540 shares

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

  4. period ended2025-09-30
    13F 1,045,142 shares
    Change vs previous 13F +46,818 shares

    0.22% of the 13F portfolio, value $23,536,604.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,008,748 shares
    • Stratos Wealth Advisors, LLC: 36,394 shares

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

  5. period ended2025-06-30
    13F 998,324 shares
    Change vs previous 13F -41,269 shares

    0.24% of the 13F portfolio, value $22,452,326.

    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.: 958,118 shares
    • Stratos Wealth Advisors, LLC: 40,206 shares

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

  6. period ended2025-03-31
    13F 1,039,593 shares
    Change vs previous 13F +48,185 shares

    0.35% of the 13F portfolio, value $23,307,680.

    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 991,408 shares
    Change vs previous 13F +196,299 shares

    0.31% of the 13F portfolio, value $22,005,992.

    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 795,109 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $17,997,308.

    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).