Stratos Wealth Partners, LTD.: IWY position timeline

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

Stratos Wealth Partners, LTD. held 84,504 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 84,504 shares
Change vs previous 13F +11,069 shares
0.17% of the 13F portfolio, value $24,559,172.
13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Stratos Wealth Partners, LTD.: 67,477 shares
- Stratos Wealth Advisors, LLC: 10,925 shares
- Stratos Investment Management, LLC: 6,102 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 73,435 shares
Change vs previous 13F -28,145 shares
0.14% of the 13F portfolio, value $18,274,012.
13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Stratos Wealth Partners, LTD.: 56,099 shares
- Stratos Wealth Advisors, LLC: 10,947 shares
- Stratos Investment Management, LLC: 6,389 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 101,580 shares
Change vs previous 13F +35,555 shares
0.21% of the 13F portfolio, value $28,132,200.
13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Stratos Wealth Partners, LTD.: 62,861 shares
- Stratos Wealth Advisors, LLC: 10,496 shares
- Stratos Investment Management, LLC: 28,223 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 66,025 shares
Change vs previous 13F -16,850 shares
0.14% of the 13F portfolio, value $18,068,323.
13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Stratos Wealth Partners, LTD.: 47,249 shares
- Stratos Wealth Advisors, LLC: 10,247 shares
- Stratos Investment Management, LLC: 8,529 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 82,875 shares
Change vs previous 13F +31,225 shares
0.18% of the 13F portfolio, value $20,429,995.
13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Partners, LTD.: 46,984 shares
- Stratos Wealth Advisors, LLC: 9,866 shares
- Stratos Investment Management, LLC: 26,025 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 51,650 shares
Change vs previous 13F +5,516 shares
0.13% of the 13F portfolio, value $10,895,321.
13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Partners, LTD.: 43,456 shares
- Stratos Wealth Advisors, LLC: 8,194 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 46,134 shares
Change vs previous 13F -216 shares
0.12% of the 13F portfolio, value $10,854,183.
13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 40,375 shares
- Stratos Wealth Advisors, LLC: 5,759 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 46,350 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $10,199,412.
13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Stratos Wealth Partners, LTD.: 40,289 shares
- Stratos Wealth Advisors, LLC: 6,061 shares
Acceptance time not in the bulk data set (spec §4.2).