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Stratos Wealth Partners, LTD.: IVE position timeline

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

Stratos Wealth Partners, LTD. held 175,422 IVE 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 175,422 shares
    Change vs previous 13F +18,819 shares

    0.27% of the 13F portfolio, value $39,831,545.

    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.: 169,053 shares
    • Stratos Wealth Advisors, LLC: 4,526 shares
    • Stratos Investment Management, LLC: 1,843 shares

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

  2. period ended2026-03-31
    13F 156,603 shares
    Change vs previous 13F -2,137 shares

    0.26% of the 13F portfolio, value $33,067,123.

    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.: 150,230 shares
    • Stratos Wealth Advisors, LLC: 4,660 shares
    • Stratos Investment Management, LLC: 1,713 shares

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

  3. period ended2025-12-31
    13F 158,740 shares
    Change vs previous 13F +1,783 shares

    0.25% of the 13F portfolio, value $33,664,273.

    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.: 151,922 shares
    • Stratos Wealth Advisors, LLC: 5,108 shares
    • Stratos Investment Management, LLC: 1,710 shares

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

  4. period ended2025-09-30
    13F 156,957 shares
    Change vs previous 13F +11,863 shares

    0.25% of the 13F portfolio, value $32,413,605.

    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.: 149,960 shares
    • Stratos Wealth Advisors, LLC: 5,088 shares
    • Stratos Investment Management, LLC: 1,909 shares

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

  5. period ended2025-06-30
    13F 145,094 shares
    Change vs previous 13F -9,191 shares

    0.25% of the 13F portfolio, value $28,354,563.

    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.: 137,931 shares
    • Stratos Wealth Advisors, LLC: 5,106 shares
    • Stratos Investment Management, LLC: 2,057 shares

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

  6. period ended2025-03-31
    13F 154,285 shares
    Change vs previous 13F -12,577 shares

    0.29% of the 13F portfolio, value $29,403,904.

    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.: 134,214 shares
    • Stratos Wealth Advisors, LLC: 18,647 shares
    • Stratos Investment Management, LLC: 1,424 shares

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

  7. period ended2024-12-31
    13F 166,862 shares
    Change vs previous 13F +8,422 shares

    0.29% of the 13F portfolio, value $31,850,786.

    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.: 127,806 shares
    • Stratos Wealth Advisors, LLC: 37,707 shares
    • Stratos Investment Management, LLC: 1,349 shares

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

  8. period ended2024-09-30
    13F 158,440 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $31,240,017.

    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.: 118,541 shares
    • Stratos Wealth Advisors, LLC: 38,559 shares
    • Stratos Investment Management, LLC: 1,340 shares

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