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Stratos Wealth Partners, LTD.: IDV position timeline

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

Stratos Wealth Partners, LTD. held 67,404 IDV 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 67,404 shares
    Change vs previous 13F +19,140 shares

    0.02% of the 13F portfolio, value $2,792,586.

    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.: 38,690 shares
    • Stratos Wealth Advisors, LLC: 5,958 shares
    • Stratos Investment Management, LLC: 22,756 shares

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

  2. period ended2026-03-31
    13F 48,264 shares
    Change vs previous 13F -107,255 shares

    0.02% of the 13F portfolio, value $2,054,160.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 19,873 shares
    • Stratos Wealth Advisors, LLC: 5,958 shares
    • Stratos Investment Management, LLC: 22,433 shares

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

  3. period ended2025-12-31
    13F 155,519 shares
    Change vs previous 13F -6,847 shares

    0.05% of the 13F portfolio, value $6,135,294.

    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.: 116,484 shares
    • Stratos Wealth Advisors, LLC: 14,446 shares
    • Stratos Investment Management, LLC: 24,589 shares

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

  4. period ended2025-09-30
    13F 162,366 shares
    Change vs previous 13F +118,358 shares

    0.05% of the 13F portfolio, value $5,934,555.

    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.: 123,788 shares
    • Stratos Wealth Advisors, LLC: 14,495 shares
    • Stratos Investment Management, LLC: 24,083 shares

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

  5. period ended2025-06-30
    13F 44,008 shares
    Change vs previous 13F -6,798 shares

    0.01% of the 13F portfolio, value $1,518,778.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 7,079 shares
    • Stratos Wealth Advisors, LLC: 14,456 shares
    • Stratos Investment Management, LLC: 22,473 shares

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

  6. period ended2025-03-31
    13F 50,806 shares
    Change vs previous 13F +11,886 shares

    0.02% of the 13F portfolio, value $1,576,027.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,825 shares
    • Stratos Wealth Advisors, LLC: 15,224 shares
    • Stratos Investment Management, LLC: 28,757 shares

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

  7. period ended2024-12-31
    13F 38,920 shares
    Change vs previous 13F -5,921 shares

    0.01% of the 13F portfolio, value $1,065,677.

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

    • Stratos Wealth Partners, LTD.: 14,191 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 24,729 shares

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

  8. period ended2024-09-30
    13F 44,841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,355,572.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 13,252 shares
    • Stratos Wealth Advisors, LLC: 12,077 shares
    • Stratos Investment Management, LLC: 19,512 shares

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