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Stratos Wealth Partners, LTD.: ITOT position timeline

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

Stratos Wealth Partners, LTD. held 1,152,884 ITOT 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 1,152,884 shares
    Change vs previous 13F +34,108 shares

    1.3% of the 13F portfolio, value $189,384,430.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 87,776 shares
    • Stratos Wealth Advisors, LLC: 17,130 shares
    • Stratos Investment Management, LLC: 1,047,978 shares

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

  2. period ended2026-03-31
    13F 1,118,776 shares
    Change vs previous 13F +2,601 shares

    1.23% of the 13F portfolio, value $159,347,443.

    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.: 73,205 shares
    • Stratos Wealth Advisors, LLC: 16,174 shares
    • Stratos Investment Management, LLC: 1,029,397 shares

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

  3. period ended2025-12-31
    13F 1,116,175 shares
    Change vs previous 13F +29,085 shares

    1.24% of the 13F portfolio, value $165,964,304.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 75,473 shares
    • Stratos Wealth Advisors, LLC: 16,048 shares
    • Stratos Investment Management, LLC: 1,024,654 shares

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

  4. period ended2025-09-30
    13F 1,087,090 shares
    Change vs previous 13F +37,634 shares

    1.22% of the 13F portfolio, value $158,334,859.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 75,277 shares
    • Stratos Wealth Advisors, LLC: 15,536 shares
    • Stratos Investment Management, LLC: 996,277 shares

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

  5. period ended2025-06-30
    13F 1,049,456 shares
    Change vs previous 13F -19,275 shares

    1.23% of the 13F portfolio, value $141,718,653.

    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.: 71,976 shares
    • Stratos Wealth Advisors, LLC: 13,688 shares
    • Stratos Investment Management, LLC: 963,792 shares

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

  6. period ended2025-03-31
    13F 1,068,731 shares
    Change vs previous 13F -9,178 shares

    1.27% of the 13F portfolio, value $130,396,016.

    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.: 75,547 shares
    • Stratos Wealth Advisors, LLC: 6,298 shares
    • Stratos Investment Management, LLC: 986,886 shares

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

  7. period ended2024-12-31
    13F 1,077,909 shares
    Change vs previous 13F +293,812 shares

    1.28% of the 13F portfolio, value $138,640,775.

    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.: 82,759 shares
    • Stratos Wealth Advisors, LLC: 6,311 shares
    • Stratos Investment Management, LLC: 988,839 shares

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

  8. period ended2024-09-30
    13F 784,097 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $98,498,480.

    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.: 88,082 shares
    • Stratos Wealth Advisors, LLC: 7,391 shares
    • Stratos Investment Management, LLC: 688,624 shares

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