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Stratos Wealth Partners, LTD.: IVAL position timeline

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

Stratos Wealth Partners, LTD. held 106,179 IVAL 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 106,179 shares
    Change vs previous 13F +3,331 shares

    0.2% of the 13F portfolio, value $3,617,541.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 102,848 shares
    Change vs previous 13F +3,718 shares

    0.21% of the 13F portfolio, value $3,492,714.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    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 99,130 shares
    Change vs previous 13F +4,963 shares

    0.15% of the 13F portfolio, value $3,118,428.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    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 94,167 shares
    Change vs previous 13F +526 shares

    0.14% of the 13F portfolio, value $2,840,859.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    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 93,641 shares
    Change vs previous 13F +45,448 shares

    0.14% of the 13F portfolio, value $2,610,733.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    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 48,193 shares
    Change vs previous 13F +15,002 shares

    0.07% of the 13F portfolio, value $1,230,860.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    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 33,191 shares
    Change vs previous 13F -3,031 shares

    0.04% of the 13F portfolio, value $797,262.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    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 36,222 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $934,081.

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

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