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Stratos Wealth Partners, LTD.: IWM position timeline

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

Stratos Wealth Partners, LTD. held 245,664 IWM 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 245,664 shares
    Change vs previous 13F +31,595 shares

    0.51% of the 13F portfolio, value $73,810,017.

    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.: 178,487 shares
    • Stratos Wealth Advisors, LLC: 63,968 shares
    • Stratos Investment Management, LLC: 3,209 shares

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

  2. period ended2026-03-31
    13F 214,069 shares
    Change vs previous 13F +23,923 shares

    0.41% of the 13F portfolio, value $53,089,451.

    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.: 146,323 shares
    • Stratos Wealth Advisors, LLC: 64,480 shares
    • Stratos Investment Management, LLC: 3,266 shares

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

  3. period ended2025-12-31
    13F 190,146 shares
    Change vs previous 13F +14,918 shares

    0.35% of the 13F portfolio, value $46,806,615.

    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.: 124,426 shares
    • Stratos Wealth Advisors, LLC: 63,741 shares
    • Stratos Investment Management, LLC: 1,979 shares

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

  4. period ended2025-09-30
    13F 175,228 shares
    Change vs previous 13F -592 shares

    0.33% of the 13F portfolio, value $42,398,460.

    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.: 107,597 shares
    • Stratos Wealth Advisors, LLC: 64,289 shares
    • Stratos Investment Management, LLC: 3,342 shares

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

  5. period ended2025-06-30
    13F 175,820 shares
    Change vs previous 13F -16,591 shares

    0.33% of the 13F portfolio, value $37,940,524.

    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.: 107,883 shares
    • Stratos Wealth Advisors, LLC: 64,596 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 192,411 shares
    Change vs previous 13F -36,830 shares

    0.37% of the 13F portfolio, value $38,384,380.

    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.: 111,902 shares
    • Stratos Wealth Advisors, LLC: 76,798 shares
    • Stratos Investment Management, LLC: 3,711 shares

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

  7. period ended2024-12-31
    13F 229,241 shares
    Change vs previous 13F +498 shares

    0.47% of the 13F portfolio, value $50,653,400.

    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.: 145,167 shares
    • Stratos Wealth Advisors, LLC: 80,491 shares
    • Stratos Investment Management, LLC: 3,583 shares

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

  8. period ended2024-09-30
    13F 228,743 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $50,527,343.

    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.: 143,418 shares
    • Stratos Wealth Advisors, LLC: 81,113 shares
    • Stratos Investment Management, LLC: 4,212 shares

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