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Stratos Wealth Partners, LTD.: IVV position timeline

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

Stratos Wealth Partners, LTD. held 417,416 IVV 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 417,416 shares
    Change vs previous 13F -11,721 shares

    2.15% of the 13F portfolio, value $312,599,238.

    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.: 334,967 shares
    • Stratos Wealth Advisors, LLC: 9,838 shares
    • Stratos Investment Management, LLC: 72,611 shares

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

  2. period ended2026-03-31
    13F 429,137 shares
    Change vs previous 13F -18,499 shares

    2.17% of the 13F portfolio, value $280,317,643.

    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.: 342,211 shares
    • Stratos Wealth Advisors, LLC: 9,682 shares
    • Stratos Investment Management, LLC: 77,244 shares

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

  3. period ended2025-12-31
    13F 447,636 shares
    Change vs previous 13F +6,388 shares

    2.29% of the 13F portfolio, value $306,605,589.

    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.: 342,723 shares
    • Stratos Wealth Advisors, LLC: 28,267 shares
    • Stratos Investment Management, LLC: 76,646 shares

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

  4. period ended2025-09-30
    13F 441,248 shares
    Change vs previous 13F +31,268 shares

    2.27% of the 13F portfolio, value $295,328,480.

    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.: 339,315 shares
    • Stratos Wealth Advisors, LLC: 28,092 shares
    • Stratos Investment Management, LLC: 73,841 shares

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

  5. period ended2025-06-30
    13F 409,980 shares
    Change vs previous 13F +21,918 shares

    2.22% of the 13F portfolio, value $254,557,598.

    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.: 321,519 shares
    • Stratos Wealth Advisors, LLC: 28,887 shares
    • Stratos Investment Management, LLC: 59,574 shares

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

  6. period ended2025-03-31
    13F 388,062 shares
    Change vs previous 13F -58,598 shares

    2.12% of the 13F portfolio, value $218,053,533.

    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.: 306,506 shares
    • Stratos Wealth Advisors, LLC: 26,903 shares
    • Stratos Investment Management, LLC: 54,653 shares

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

  7. period ended2024-12-31
    13F 446,660 shares
    Change vs previous 13F +5,099 shares

    2.43% of the 13F portfolio, value $262,940,231.

    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.: 330,366 shares
    • Stratos Wealth Advisors, LLC: 60,158 shares
    • Stratos Investment Management, LLC: 56,136 shares

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

  8. period ended2024-09-30
    13F 441,561 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $254,702,187.

    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.: 335,531 shares
    • Stratos Wealth Advisors, LLC: 71,810 shares
    • Stratos Investment Management, LLC: 34,220 shares

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