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Stratos Wealth Partners, LTD.: PDI position timeline

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

Stratos Wealth Partners, LTD. held 60,886 PDI 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 60,886 shares
    Change vs previous 13F -54,461 shares

    0.01% of the 13F portfolio, value $1,016,800.

    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.: 60,886 shares
    • Stratos Wealth Advisors, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 115,347 shares
    Change vs previous 13F -5,488 shares

    0.02% of the 13F portfolio, value $1,973,603.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 70,635 shares
    • Stratos Wealth Advisors, LLC: 44,712 shares

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

  3. period ended2025-12-31
    13F 120,835 shares
    Change vs previous 13F -24,856 shares

    0.02% of the 13F portfolio, value $2,140,009.

    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.: 77,792 shares
    • Stratos Wealth Advisors, LLC: 43,043 shares

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

  4. period ended2025-09-30
    13F 145,691 shares
    Change vs previous 13F -1,446 shares

    0.03% of the 13F portfolio, value $2,884,707.

    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.: 94,268 shares
    • Stratos Wealth Advisors, LLC: 51,423 shares

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

  5. period ended2025-06-30
    13F 147,137 shares
    Change vs previous 13F +56,083 shares

    0.03% of the 13F portfolio, value $2,791,201.

    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.: 95,326 shares
    • Stratos Wealth Advisors, LLC: 51,811 shares

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

  6. period ended2025-03-31
    13F 91,054 shares
    Change vs previous 13F -8,039 shares

    0.02% of the 13F portfolio, value $1,802,895.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 40,763 shares
    • Stratos Wealth Advisors, LLC: 50,291 shares

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

  7. period ended2024-12-31
    13F 99,093 shares
    Change vs previous 13F -1,203 shares

    0.02% of the 13F portfolio, value $1,817,384.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 48,753 shares
    • Stratos Wealth Advisors, LLC: 50,340 shares

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

  8. period ended2024-09-30
    13F 100,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,033,028.

    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.: 51,265 shares
    • Stratos Wealth Advisors, LLC: 49,031 shares

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