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Stratos Wealth Partners, LTD.: IWF position timeline

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

Stratos Wealth Partners, LTD. held 168,617 IWF 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 168,617 shares
    Change vs previous 13F +125,280 shares

    0.14% of the 13F portfolio, value $20,937,335.

    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.: 139,683 shares
    • Stratos Wealth Advisors, LLC: 15,327 shares
    • Stratos Investment Management, LLC: 13,607 shares

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

  2. period ended2026-03-31
    13F 43,337 shares
    Change vs previous 13F -2,276 shares

    0.14% of the 13F portfolio, value $18,479,561.

    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.: 34,183 shares
    • Stratos Wealth Advisors, LLC: 5,749 shares
    • Stratos Investment Management, LLC: 3,405 shares

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

  3. period ended2025-12-31
    13F 45,613 shares
    Change vs previous 13F +1,416 shares

    0.16% of the 13F portfolio, value $21,589,232.

    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.: 35,283 shares
    • Stratos Wealth Advisors, LLC: 6,976 shares
    • Stratos Investment Management, LLC: 3,354 shares

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

  4. period ended2025-09-30
    13F 44,197 shares
    Change vs previous 13F -3,023 shares

    0.16% of the 13F portfolio, value $20,703,120.

    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.: 34,173 shares
    • Stratos Wealth Advisors, LLC: 6,681 shares
    • Stratos Investment Management, LLC: 3,343 shares

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

  5. period ended2025-06-30
    13F 47,220 shares
    Change vs previous 13F -2,510 shares

    0.17% of the 13F portfolio, value $20,049,171.

    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.: 37,458 shares
    • Stratos Wealth Advisors, LLC: 6,421 shares
    • Stratos Investment Management, LLC: 3,341 shares

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

  6. period ended2025-03-31
    13F 49,730 shares
    Change vs previous 13F +2,292 shares

    0.17% of the 13F portfolio, value $17,957,522.

    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.: 40,470 shares
    • Stratos Wealth Advisors, LLC: 6,607 shares
    • Stratos Investment Management, LLC: 2,653 shares

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

  7. period ended2024-12-31
    13F 47,438 shares
    Change vs previous 13F -1,928 shares

    0.18% of the 13F portfolio, value $19,050,968.

    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.: 36,413 shares
    • Stratos Wealth Advisors, LLC: 8,838 shares
    • Stratos Investment Management, LLC: 2,187 shares

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

  8. period ended2024-09-30
    13F 49,366 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $18,531,397.

    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.: 38,090 shares
    • Stratos Wealth Advisors, LLC: 9,237 shares
    • Stratos Investment Management, LLC: 2,039 shares

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