Stratos Wealth Partners, LTD.: LMBS position timeline

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

Stratos Wealth Partners, LTD. held 114,495 LMBS 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 114,495 shares
Change vs previous 13F -4,017 shares
0.05% of the 13F portfolio, value $5,699,618.
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.: 98,050 shares
- Stratos Wealth Advisors, LLC: 16,445 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 118,512 shares
Change vs previous 13F +448 shares
0.06% of the 13F portfolio, value $5,903,126.
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.: 102,125 shares
- Stratos Wealth Advisors, LLC: 16,387 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 118,064 shares
Change vs previous 13F -5,137 shares
0.05% of the 13F portfolio, value $5,902,092.
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.: 103,102 shares
- Stratos Wealth Advisors, LLC: 14,962 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 123,201 shares
Change vs previous 13F -17,681 shares
0.06% of the 13F portfolio, value $6,134,275.
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.: 107,685 shares
- Stratos Wealth Advisors, LLC: 15,516 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 140,882 shares
Change vs previous 13F -1,144 shares
0.07% of the 13F portfolio, value $6,939,901.
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.: 126,516 shares
- Stratos Wealth Advisors, LLC: 14,366 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 142,026 shares
Change vs previous 13F -29,009 shares
0.08% of the 13F portfolio, value $6,982,069.
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.: 136,205 shares
- Stratos Wealth Advisors, LLC: 5,821 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 171,035 shares
Change vs previous 13F -56,283 shares
0.08% of the 13F portfolio, value $8,324,304.
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.: 149,411 shares
- Stratos Wealth Advisors, LLC: 15,293 shares
- Stratos Investment Management, LLC: 6,331 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 227,318 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $11,231,862.
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.: 166,122 shares
- Stratos Wealth Advisors, LLC: 53,175 shares
- Stratos Investment Management, LLC: 8,021 shares
Acceptance time not in the bulk data set (spec §4.2).