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Stratos Wealth Partners, LTD.: MOAT position timeline

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

Stratos Wealth Partners, LTD. held 41,511 MOAT 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 41,511 shares
    Change vs previous 13F -1,632 shares

    0.04% of the 13F portfolio, value $4,315,654.

    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.: 21,179 shares
    • Stratos Wealth Advisors, LLC: 20,332 shares

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

  2. period ended2026-03-31
    13F 43,143 shares
    Change vs previous 13F -1,089 shares

    0.04% of the 13F portfolio, value $4,172,070.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 20,736 shares
    • Stratos Wealth Advisors, LLC: 22,407 shares

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

  3. period ended2025-12-31
    13F 44,232 shares
    Change vs previous 13F +1,351 shares

    0.04% of the 13F portfolio, value $4,580,838.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 21,371 shares
    • Stratos Wealth Advisors, LLC: 22,861 shares

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

  4. period ended2025-09-30
    13F 42,881 shares
    Change vs previous 13F -2,292 shares

    0.04% of the 13F portfolio, value $4,250,029.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 18,194 shares
    • Stratos Wealth Advisors, LLC: 24,687 shares

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

  5. period ended2025-06-30
    13F 45,173 shares
    Change vs previous 13F -14,220 shares

    0.05% of the 13F portfolio, value $4,236,944.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 21,093 shares
    • Stratos Wealth Advisors, LLC: 24,080 shares

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

  6. period ended2025-03-31
    13F 59,393 shares
    Change vs previous 13F -20,150 shares

    0.06% of the 13F portfolio, value $5,226,674.

    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.: 34,746 shares
    • Stratos Wealth Advisors, LLC: 24,647 shares

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

  7. period ended2024-12-31
    13F 79,543 shares
    Change vs previous 13F -194,698 shares

    0.08% of the 13F portfolio, value $7,375,712.

    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.: 54,708 shares
    • Stratos Wealth Advisors, LLC: 24,835 shares

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

  8. period ended2024-09-30
    13F 274,241 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $26,587,739.

    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.: 249,631 shares
    • Stratos Wealth Advisors, LLC: 24,610 shares

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