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Stratos Wealth Partners, LTD.: IWD position timeline

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

Stratos Wealth Partners, LTD. held 245,196 IWD 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 245,196 shares
    Change vs previous 13F +2,013 shares

    0.41% of the 13F portfolio, value $59,443,337.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 102,975 shares
    • Stratos Wealth Advisors, LLC: 37,836 shares
    • Stratos Investment Management, LLC: 104,385 shares

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

  2. period ended2026-03-31
    13F 243,183 shares
    Change vs previous 13F +43,775 shares

    0.4% of the 13F portfolio, value $51,961,084.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 88,107 shares
    • Stratos Wealth Advisors, LLC: 44,560 shares
    • Stratos Investment Management, LLC: 110,516 shares

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

  3. period ended2025-12-31
    13F 199,408 shares
    Change vs previous 13F -38,021 shares

    0.31% of the 13F portfolio, value $41,943,751.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 40,577 shares
    • Stratos Wealth Advisors, LLC: 43,261 shares
    • Stratos Investment Management, LLC: 115,570 shares

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

  4. period ended2025-09-30
    13F 237,429 shares
    Change vs previous 13F -186 shares

    0.37% of the 13F portfolio, value $48,338,357.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 33,181 shares
    • Stratos Wealth Advisors, LLC: 87,955 shares
    • Stratos Investment Management, LLC: 116,293 shares

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

  5. period ended2025-06-30
    13F 237,615 shares
    Change vs previous 13F +8,927 shares

    0.4% of the 13F portfolio, value $46,152,056.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 32,805 shares
    • Stratos Wealth Advisors, LLC: 88,513 shares
    • Stratos Investment Management, LLC: 116,297 shares

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

  6. period ended2025-03-31
    13F 228,688 shares
    Change vs previous 13F -1,887 shares

    0.42% of the 13F portfolio, value $43,030,237.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 29,795 shares
    • Stratos Wealth Advisors, LLC: 78,120 shares
    • Stratos Investment Management, LLC: 120,773 shares

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

  7. period ended2024-12-31
    13F 230,575 shares
    Change vs previous 13F -13,973 shares

    0.39% of the 13F portfolio, value $42,686,595.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 31,429 shares
    • Stratos Wealth Advisors, LLC: 76,897 shares
    • Stratos Investment Management, LLC: 122,249 shares

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

  8. period ended2024-09-30
    13F 244,548 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $46,415,454.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 35,485 shares
    • Stratos Wealth Advisors, LLC: 102,339 shares
    • Stratos Investment Management, LLC: 106,724 shares

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