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Stratos Wealth Partners, LTD.: IWS position timeline

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

Stratos Wealth Partners, LTD. held 21,035 IWS 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 21,035 shares
    Change vs previous 13F -34,305 shares

    0.03% of the 13F portfolio, value $3,462,605.

    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.: 19,055 shares
    • Stratos Wealth Advisors, LLC: 1,980 shares
    • Stratos Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 55,340 shares
    Change vs previous 13F +40,781 shares

    0.06% of the 13F portfolio, value $8,065,472.

    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.: 16,699 shares
    • Stratos Wealth Advisors, LLC: 1,987 shares
    • Stratos Investment Management, LLC: 36,654 shares

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

  3. period ended2025-12-31
    13F 14,559 shares
    Change vs previous 13F -215 shares

    0.02% of the 13F portfolio, value $2,053,651.

    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.: 12,063 shares
    • Stratos Wealth Advisors, LLC: 2,496 shares

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

  4. period ended2025-09-30
    13F 14,774 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $2,063,708.

    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.: 12,113 shares
    • Stratos Wealth Advisors, LLC: 2,661 shares

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

  5. period ended2025-06-30
    13F 14,815 shares
    Change vs previous 13F -510 shares

    0.02% of the 13F portfolio, value $1,957,814.

    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.: 12,525 shares
    • Stratos Wealth Advisors, LLC: 2,290 shares

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

  6. period ended2025-03-31
    13F 15,325 shares
    Change vs previous 13F -2,443 shares

    0.02% of the 13F portfolio, value $1,930,587.

    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.: 12,747 shares
    • Stratos Wealth Advisors, LLC: 2,578 shares

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

  7. period ended2024-12-31
    13F 17,768 shares
    Change vs previous 13F -29 shares

    0.03% of the 13F portfolio, value $2,298,160.

    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.: 13,512 shares
    • Stratos Wealth Advisors, LLC: 4,256 shares

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

  8. period ended2024-09-30
    13F 17,797 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,353,851.

    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.: 13,469 shares
    • Stratos Wealth Advisors, LLC: 4,328 shares

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