Stratos Wealth Partners, LTD.: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on ISRG, newest first. How the timeline and the estimate are built.
Stratos Wealth Partners, LTD. held 27,748 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 27,748 sharesChange vs previous 13F +2,795 shares
0.09% of the 13F portfolio, value $11,035,023.
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.: 21,939 shares
- Stratos Wealth Advisors, LLC: 5,809 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,953 sharesChange vs previous 13F -753 shares
0.09% of the 13F portfolio, value $11,503,314.
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.: 18,664 shares
- Stratos Wealth Advisors, LLC: 5,591 shares
- Stratos Investment Management, LLC: 698 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,706 sharesChange vs previous 13F +2,772 shares
0.11% of the 13F portfolio, value $14,558,850.
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.: 19,453 shares
- Stratos Wealth Advisors, LLC: 5,598 shares
- Stratos Investment Management, LLC: 655 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,934 sharesChange vs previous 13F -976 shares
0.1% of the 13F portfolio, value $10,257,037.
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.: 17,330 shares
- Stratos Wealth Advisors, LLC: 5,604 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,910 sharesChange vs previous 13F +314 shares
0.11% of the 13F portfolio, value $12,993,253.
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.: 16,997 shares
- Stratos Wealth Advisors, LLC: 6,349 shares
- Stratos Investment Management, LLC: 564 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,596 sharesChange vs previous 13F -1,028 shares
0.14% of the 13F portfolio, value $11,686,438.
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.: 17,381 shares
- Stratos Wealth Advisors, LLC: 6,215 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,624 sharesChange vs previous 13F +866 shares
0.12% of the 13F portfolio, value $12,852,793.
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.: 17,993 shares
- Stratos Wealth Advisors, LLC: 6,219 shares
- Stratos Investment Management, LLC: 412 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,758 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $11,671,639.
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.: 17,663 shares
- Stratos Wealth Advisors, LLC: 6,095 shares
Acceptance time not in the bulk data set (spec §4.2).