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Stratos Wealth Partners, LTD.: IYW position timeline

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

Stratos Wealth Partners, LTD. held 161,097 IYW 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 161,097 shares
    Change vs previous 13F +2,415 shares

    0.28% of the 13F portfolio, value $40,633,851.

    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.: 152,728 shares
    • Stratos Wealth Advisors, LLC: 1,119 shares
    • Stratos Investment Management, LLC: 7,250 shares

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

  2. period ended2026-03-31
    13F 158,682 shares
    Change vs previous 13F +3,014 shares

    0.22% of the 13F portfolio, value $28,788,243.

    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.: 150,850 shares
    • Stratos Wealth Advisors, LLC: 1,301 shares
    • Stratos Investment Management, LLC: 6,531 shares

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

  3. period ended2025-12-31
    13F 155,668 shares
    Change vs previous 13F -26,201 shares

    0.23% of the 13F portfolio, value $31,084,142.

    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.: 147,418 shares
    • Stratos Wealth Advisors, LLC: 2,224 shares
    • Stratos Investment Management, LLC: 6,026 shares

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

  4. period ended2025-09-30
    13F 181,869 shares
    Change vs previous 13F -46,176 shares

    0.27% of the 13F portfolio, value $35,621,256.

    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.: 173,739 shares
    • Stratos Wealth Advisors, LLC: 2,224 shares
    • Stratos Investment Management, LLC: 5,906 shares

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

  5. period ended2025-06-30
    13F 228,045 shares
    Change vs previous 13F +17,527 shares

    0.34% of the 13F portfolio, value $39,513,659.

    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.: 221,650 shares
    • Stratos Wealth Advisors, LLC: 2,265 shares
    • Stratos Investment Management, LLC: 4,130 shares

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

  6. period ended2025-03-31
    13F 210,518 shares
    Change vs previous 13F -257 shares

    0.29% of the 13F portfolio, value $29,565,403.

    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.: 202,611 shares
    • Stratos Wealth Advisors, LLC: 3,037 shares
    • Stratos Investment Management, LLC: 4,870 shares

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

  7. period ended2024-12-31
    13F 210,775 shares
    Change vs previous 13F -6,309 shares

    0.31% of the 13F portfolio, value $33,623,157.

    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.: 184,887 shares
    • Stratos Wealth Advisors, LLC: 21,198 shares
    • Stratos Investment Management, LLC: 4,690 shares

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

  8. period ended2024-09-30
    13F 217,084 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $32,914,526.

    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.: 194,375 shares
    • Stratos Wealth Advisors, LLC: 20,091 shares
    • Stratos Investment Management, LLC: 2,618 shares

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