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Stratos Wealth Partners, LTD.: IWX position timeline

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

Stratos Wealth Partners, LTD. held 91,123 IWX 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 91,123 shares
    Change vs previous 13F +58,293 shares

    0.21% of the 13F portfolio, value $9,582,654.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 33,488 shares
    • Stratos Investment Management, LLC: 57,635 shares

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

  2. period ended2026-03-31
    13F 32,830 shares
    Change vs previous 13F +19,982 shares

    0.19% of the 13F portfolio, value $3,042,387.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,848 shares
    Change vs previous 13F +1,263 shares

    0.06% of the 13F portfolio, value $1,180,248.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,585 shares
    Change vs previous 13F +4,594 shares

    0.05% of the 13F portfolio, value $1,018,093.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,991 shares
    Change vs previous 13F +2,309 shares

    0.03% of the 13F portfolio, value $588,614.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,682 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $384,768.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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