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
- period ended2026-06-3013F 60,886 sharesChange 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).
- period ended2026-03-3113F 115,347 sharesChange 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).
- period ended2025-12-3113F 120,835 sharesChange 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).
- period ended2025-09-3013F 145,691 sharesChange 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).
- period ended2025-06-3013F 147,137 sharesChange 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).
- period ended2025-03-3113F 91,054 sharesChange 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).
- period ended2024-12-3113F 99,093 sharesChange 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).
- period ended2024-09-3013F 100,296 sharesChange 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).