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Stratos Wealth Partners, LTD.: IWP position timeline

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

Stratos Wealth Partners, LTD. held 69,217 IWP 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 69,217 shares
    Change vs previous 13F +6,423 shares

    0.07% of the 13F portfolio, value $10,134,350.

    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.: 64,174 shares
    • Stratos Wealth Advisors, LLC: 1,847 shares
    • Stratos Investment Management, LLC: 3,196 shares

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

  2. period ended2026-03-31
    13F 62,794 shares
    Change vs previous 13F -2,995 shares

    0.06% of the 13F portfolio, value $8,045,364.

    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.: 55,450 shares
    • Stratos Wealth Advisors, LLC: 3,848 shares
    • Stratos Investment Management, LLC: 3,496 shares

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

  3. period ended2025-12-31
    13F 65,789 shares
    Change vs previous 13F -2,329 shares

    0.07% of the 13F portfolio, value $9,009,400.

    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.: 58,018 shares
    • Stratos Wealth Advisors, LLC: 4,276 shares
    • Stratos Investment Management, LLC: 3,495 shares

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

  4. period ended2025-09-30
    13F 68,118 shares
    Change vs previous 13F +6,923 shares

    0.07% of the 13F portfolio, value $9,700,846.

    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.: 60,893 shares
    • Stratos Wealth Advisors, LLC: 3,731 shares
    • Stratos Investment Management, LLC: 3,494 shares

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

  5. period ended2025-06-30
    13F 61,195 shares
    Change vs previous 13F +699 shares

    0.07% of the 13F portfolio, value $8,486,693.

    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.: 54,006 shares
    • Stratos Wealth Advisors, LLC: 3,695 shares
    • Stratos Investment Management, LLC: 3,494 shares

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

  6. period ended2025-03-31
    13F 60,496 shares
    Change vs previous 13F +14,891 shares

    0.07% of the 13F portfolio, value $7,107,730.

    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.: 52,960 shares
    • Stratos Wealth Advisors, LLC: 4,043 shares
    • Stratos Investment Management, LLC: 3,493 shares

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

  7. period ended2024-12-31
    13F 45,605 shares
    Change vs previous 13F +82 shares

    0.05% of the 13F portfolio, value $5,780,523.

    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.: 38,840 shares
    • Stratos Wealth Advisors, LLC: 4,073 shares
    • Stratos Investment Management, LLC: 2,692 shares

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

  8. period ended2024-09-30
    13F 45,523 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,339,593.

    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.: 38,573 shares
    • Stratos Wealth Advisors, LLC: 4,259 shares
    • Stratos Investment Management, LLC: 2,691 shares

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