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Stratos Wealth Partners, LTD.: IYJ position timeline

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

Stratos Wealth Partners, LTD. held 3,901 IYJ 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 3,901 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $650,221.

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

    • Stratos Wealth Partners, LTD.: 1,592 shares
    • Stratos Investment Management, LLC: 2,309 shares

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

  2. period ended2026-03-31
    13F 3,551 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $524,041.

    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.: 1,528 shares
    • Stratos Investment Management, LLC: 2,023 shares

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

  3. period ended2025-12-31
    13F 3,500 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $518,835.

    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.: 1,794 shares
    • Stratos Investment Management, LLC: 1,706 shares

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

  4. period ended2025-09-30
    13F 3,417 shares
    Change vs previous 13F +1,603 shares

    <0.01% of the 13F portfolio, value $498,528.

    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.: 1,771 shares
    • Stratos Investment Management, LLC: 1,646 shares

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

  5. period ended2025-06-30
    13F 1,814 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $258,230.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    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 1,807 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $235,239.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,806 shares
    Change vs previous 13F -202 shares

    <0.01% of the 13F portfolio, value $241,196.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,435.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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