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Stratos Wealth Partners, LTD.: IBTI position timeline

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

Stratos Wealth Partners, LTD. held 3,808,936 IBTI 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 3,808,936 shares
    Change vs previous 13F +2,765,393 shares

    0.72% of the 13F portfolio, value $84,329,855.

    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.: 1,039,854 shares
    • Stratos Wealth Advisors, LLC: 2,769,082 shares

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

  2. period ended2026-03-31
    13F 1,043,543 shares
    Change vs previous 13F +66,570 shares

    0.22% of the 13F portfolio, value $23,253,288.

    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.: 1,013,803 shares
    • Stratos Wealth Advisors, LLC: 29,740 shares

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

  3. period ended2025-12-31
    13F 976,973 shares
    Change vs previous 13F +14,281 shares

    0.25% of the 13F portfolio, value $21,850,015.

    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 962,692 shares
    Change vs previous 13F +42,626 shares

    0.25% of the 13F portfolio, value $21,549,882.

    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 920,066 shares
    Change vs previous 13F -76,904 shares

    0.28% of the 13F portfolio, value $20,572,684.

    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 996,970 shares
    Change vs previous 13F +47,989 shares

    0.34% of the 13F portfolio, value $22,182,591.

    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 948,981 shares
    Change vs previous 13F +169,656 shares

    0.29% of the 13F portfolio, value $20,786,107.

    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 779,325 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $17,538,880.

    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).