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Stratos Wealth Partners, LTD.: IVW position timeline

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

Stratos Wealth Partners, LTD. held 402,476 IVW 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 402,476 shares
    Change vs previous 13F -22,772 shares

    0.38% of the 13F portfolio, value $55,352,771.

    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.: 342,045 shares
    • Stratos Wealth Advisors, LLC: 52,946 shares
    • Stratos Investment Management, LLC: 7,485 shares

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

  2. period ended2026-03-31
    13F 425,248 shares
    Change vs previous 13F -25,111 shares

    0.37% of the 13F portfolio, value $48,099,995.

    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.: 388,544 shares
    • Stratos Wealth Advisors, LLC: 28,945 shares
    • Stratos Investment Management, LLC: 7,759 shares

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

  3. period ended2025-12-31
    13F 450,359 shares
    Change vs previous 13F +2,308 shares

    0.41% of the 13F portfolio, value $55,511,436.

    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.: 413,008 shares
    • Stratos Wealth Advisors, LLC: 28,573 shares
    • Stratos Investment Management, LLC: 8,778 shares

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

  4. period ended2025-09-30
    13F 448,051 shares
    Change vs previous 13F +112,545 shares

    0.42% of the 13F portfolio, value $54,088,991.

    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.: 402,642 shares
    • Stratos Wealth Advisors, LLC: 36,538 shares
    • Stratos Investment Management, LLC: 8,871 shares

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

  5. period ended2025-06-30
    13F 335,506 shares
    Change vs previous 13F +2,140 shares

    0.32% of the 13F portfolio, value $36,939,368.

    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.: 291,567 shares
    • Stratos Wealth Advisors, LLC: 35,073 shares
    • Stratos Investment Management, LLC: 8,866 shares

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

  6. period ended2025-03-31
    13F 333,366 shares
    Change vs previous 13F -92,122 shares

    0.3% of the 13F portfolio, value $30,946,486.

    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.: 288,282 shares
    • Stratos Wealth Advisors, LLC: 37,663 shares
    • Stratos Investment Management, LLC: 7,421 shares

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

  7. period ended2024-12-31
    13F 425,488 shares
    Change vs previous 13F +5,669 shares

    0.4% of the 13F portfolio, value $43,199,879.

    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.: 291,649 shares
    • Stratos Wealth Advisors, LLC: 127,781 shares
    • Stratos Investment Management, LLC: 6,058 shares

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

  8. period ended2024-09-30
    13F 419,819 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $40,197,890.

    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.: 283,363 shares
    • Stratos Wealth Advisors, LLC: 131,619 shares
    • Stratos Investment Management, LLC: 4,837 shares

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