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Stratos Wealth Partners, LTD.: IWR position timeline

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

Stratos Wealth Partners, LTD. held 274,798 IWR 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 274,798 shares
    Change vs previous 13F +32,690 shares

    0.21% of the 13F portfolio, value $30,315,861.

    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.: 246,187 shares
    • Stratos Wealth Advisors, LLC: 21,370 shares
    • Stratos Investment Management, LLC: 7,241 shares

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

  2. period ended2026-03-31
    13F 242,108 shares
    Change vs previous 13F -5,837 shares

    0.18% of the 13F portfolio, value $23,540,294.

    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.: 214,381 shares
    • Stratos Wealth Advisors, LLC: 20,621 shares
    • Stratos Investment Management, LLC: 7,106 shares

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

  3. period ended2025-12-31
    13F 247,945 shares
    Change vs previous 13F -46,038 shares

    0.18% of the 13F portfolio, value $23,869,871.

    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.: 219,897 shares
    • Stratos Wealth Advisors, LLC: 20,947 shares
    • Stratos Investment Management, LLC: 7,101 shares

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

  4. period ended2025-09-30
    13F 293,983 shares
    Change vs previous 13F +68,451 shares

    0.22% of the 13F portfolio, value $28,384,258.

    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.: 213,357 shares
    • Stratos Wealth Advisors, LLC: 20,963 shares
    • Stratos Investment Management, LLC: 59,663 shares

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

  5. period ended2025-06-30
    13F 225,532 shares
    Change vs previous 13F -5,407 shares

    0.18% of the 13F portfolio, value $20,742,246.

    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.: 198,673 shares
    • Stratos Wealth Advisors, LLC: 19,801 shares
    • Stratos Investment Management, LLC: 7,058 shares

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

  6. period ended2025-03-31
    13F 230,939 shares
    Change vs previous 13F -37,966 shares

    0.19% of the 13F portfolio, value $19,646,130.

    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.: 204,580 shares
    • Stratos Wealth Advisors, LLC: 19,306 shares
    • Stratos Investment Management, LLC: 7,053 shares

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

  7. period ended2024-12-31
    13F 268,905 shares
    Change vs previous 13F -296 shares

    0.22% of the 13F portfolio, value $23,771,304.

    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.: 242,046 shares
    • Stratos Wealth Advisors, LLC: 19,810 shares
    • Stratos Investment Management, LLC: 7,049 shares

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

  8. period ended2024-09-30
    13F 269,201 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $23,727,528.

    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.: 239,933 shares
    • Stratos Wealth Advisors, LLC: 22,225 shares
    • Stratos Investment Management, LLC: 7,043 shares

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