Skip to content
Disclosery

Stratos Wealth Partners, LTD.: LQD position timeline

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

Stratos Wealth Partners, LTD. held 381,261 LQD 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 381,261 shares
    Change vs previous 13F +12,029 shares

    0.33% of the 13F portfolio, value $41,584,203.

    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.: 28,918 shares
    • Stratos Investment Management, LLC: 352,343 shares

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

  2. period ended2026-03-31
    13F 369,232 shares
    Change vs previous 13F -80,417 shares

    0.36% of the 13F portfolio, value $40,242,688.

    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.: 29,121 shares
    • Stratos Investment Management, LLC: 340,111 shares

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

  3. period ended2025-12-31
    13F 449,649 shares
    Change vs previous 13F +18,297 shares

    0.44% of the 13F portfolio, value $49,546,944.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 120,761 shares
    • Stratos Investment Management, LLC: 328,888 shares

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

  4. period ended2025-09-30
    13F 431,352 shares
    Change vs previous 13F +13,095 shares

    0.44% of the 13F portfolio, value $48,082,907.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 116,815 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 314,537 shares

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

  5. period ended2025-06-30
    13F 418,257 shares
    Change vs previous 13F -2,173 shares

    0.4% of the 13F portfolio, value $45,845,376.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 110,959 shares
    • Stratos Wealth Advisors, LLC: 2,465 shares
    • Stratos Investment Management, LLC: 304,833 shares

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

  6. period ended2025-03-31
    13F 420,430 shares
    Change vs previous 13F -65,776 shares

    0.44% of the 13F portfolio, value $45,696,696.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 108,241 shares
    • Stratos Wealth Advisors, LLC: 15,099 shares
    • Stratos Investment Management, LLC: 297,090 shares

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

  7. period ended2024-12-31
    13F 486,206 shares
    Change vs previous 13F +40,478 shares

    0.48% of the 13F portfolio, value $51,946,322.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 101,157 shares
    • Stratos Wealth Advisors, LLC: 103,054 shares
    • Stratos Investment Management, LLC: 281,995 shares

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

  8. period ended2024-09-30
    13F 445,728 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $50,358,628.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 95,966 shares
    • Stratos Wealth Advisors, LLC: 126,881 shares
    • Stratos Investment Management, LLC: 222,881 shares

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