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Stratos Wealth Partners, LTD.: PDBC position timeline

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

Stratos Wealth Partners, LTD. held 51,544 PDBC 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 51,544 shares
    Change vs previous 13F +35,239 shares

    0.01% of the 13F portfolio, value $818,533.

    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 16,305 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $282,405.

    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 16,070 shares
    Change vs previous 13F +791 shares

    <0.01% of the 13F portfolio, value $212,930.

    13F-HR 0001612865-26-000001 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).

  4. period ended2025-09-30
    13F 15,279 shares
    Change vs previous 13F -10,670 shares

    <0.01% of the 13F portfolio, value $205,210.

    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.: 15,279 shares
    • Stratos Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 25,949 shares
    Change vs previous 13F +11,165 shares

    <0.01% of the 13F portfolio, value $338,388.

    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.: 15,618 shares
    • Stratos Investment Management, LLC: 10,331 shares

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

  6. period ended2025-03-31
    13F 14,784 shares
    Change vs previous 13F -14,506 shares

    <0.01% of the 13F portfolio, value $201,508.

    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.: 14,784 shares
    • Stratos Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 29,290 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $380,477.

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

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

  8. period ended2024-09-30
    13F 29,290 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $393,365.

    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.: 0 shares
    • Stratos Investment Management, LLC: 29,290 shares

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