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Stratos Wealth Partners, LTD.: IUSB position timeline

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

Stratos Wealth Partners, LTD. held 30,830 IUSB 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 30,830 shares
    Change vs previous 13F +11,628 shares

    0.01% of the 13F portfolio, value $1,422,820.

    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.: 24,891 shares
    • Stratos Wealth Advisors, LLC: 5,939 shares

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

  2. period ended2026-03-31
    13F 19,202 shares
    Change vs previous 13F +3,891 shares

    0.01% of the 13F portfolio, value $886,976.

    13F-HR 0001612865-26-000002 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).

  3. period ended2025-12-31
    13F 15,311 shares
    Change vs previous 13F -11,903 shares

    0.01% of the 13F portfolio, value $712,574.

    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 27,214 shares
    Change vs previous 13F -11,339 shares

    0.01% of the 13F portfolio, value $1,271,170.

    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 38,553 shares
    Change vs previous 13F -7,353 shares

    0.02% of the 13F portfolio, value $1,782,348.

    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 45,906 shares
    Change vs previous 13F -377,880 shares

    0.03% of the 13F portfolio, value $2,115,392.

    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.: 45,906 shares
    • Stratos Wealth Advisors, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 423,786 shares
    Change vs previous 13F -4,097 shares

    0.21% of the 13F portfolio, value $19,155,173.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 103,796 shares
    • Stratos Wealth Advisors, LLC: 319,990 shares

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

  8. period ended2024-09-30
    13F 427,883 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $20,161,917.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 92,957 shares
    • Stratos Wealth Advisors, LLC: 334,926 shares

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