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Stratos Wealth Partners, LTD.: OBDC position timeline

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

Stratos Wealth Partners, LTD. held 15,773 OBDC 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 15,773 shares
    Change vs previous 13F -1,310 shares

    <0.01% of the 13F portfolio, value $171,454.

    13F-HR 0001612865-26-000004 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).

  2. period ended2026-03-31
    13F 17,083 shares
    Change vs previous 13F -17,667 shares

    <0.01% of the 13F portfolio, value $188,943.

    13F-HR 0001612865-26-000002 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).

  3. period ended2025-12-31
    13F 34,750 shares
    Change vs previous 13F -12,891 shares

    <0.01% of the 13F portfolio, value $431,943.

    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.: 34,750 shares
    • Stratos Wealth Advisors, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 47,641 shares
    Change vs previous 13F +2,925 shares

    0.01% of the 13F portfolio, value $608,398.

    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.: 33,488 shares
    • Stratos Wealth Advisors, LLC: 14,153 shares

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

  5. period ended2025-06-30
    13F 44,716 shares
    Change vs previous 13F -3,753 shares

    0.01% of the 13F portfolio, value $641,235.

    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.: 28,782 shares
    • Stratos Wealth Advisors, LLC: 15,934 shares

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

  6. period ended2025-03-31
    13F 48,469 shares
    Change vs previous 13F +979 shares

    0.01% of the 13F portfolio, value $710,584.

    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.: 28,575 shares
    • Stratos Wealth Advisors, LLC: 19,894 shares

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

  7. period ended2024-12-31
    13F 47,490 shares
    Change vs previous 13F -232,362 shares

    0.01% of the 13F portfolio, value $718,064.

    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.: 26,555 shares
    • Stratos Wealth Advisors, LLC: 20,935 shares

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

  8. period ended2024-09-30
    13F 279,852 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,077,453.

    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.: 258,954 shares
    • Stratos Wealth Advisors, LLC: 20,898 shares

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