Skip to content
Disclosery

Stratos Wealth Partners, LTD.: PEP position timeline

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

Stratos Wealth Partners, LTD. held 99,503 PEP 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 99,503 shares
    Change vs previous 13F -2,693 shares

    0.09% of the 13F portfolio, value $13,472,975.

    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.: 69,687 shares
    • Stratos Wealth Advisors, LLC: 9,845 shares
    • Stratos Investment Management, LLC: 19,971 shares

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

  2. period ended2026-03-31
    13F 102,196 shares
    Change vs previous 13F +1,274 shares

    0.12% of the 13F portfolio, value $15,870,218.

    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.: 68,596 shares
    • Stratos Wealth Advisors, LLC: 9,383 shares
    • Stratos Investment Management, LLC: 24,217 shares

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

  3. period ended2025-12-31
    13F 100,922 shares
    Change vs previous 13F -2,766 shares

    0.11% of the 13F portfolio, value $14,484,500.

    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.: 69,515 shares
    • Stratos Wealth Advisors, LLC: 9,289 shares
    • Stratos Investment Management, LLC: 22,118 shares

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

  4. period ended2025-09-30
    13F 103,688 shares
    Change vs previous 13F +4,820 shares

    0.11% of the 13F portfolio, value $14,562,113.

    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.: 73,559 shares
    • Stratos Wealth Advisors, LLC: 9,243 shares
    • Stratos Investment Management, LLC: 20,886 shares

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

  5. period ended2025-06-30
    13F 98,868 shares
    Change vs previous 13F -859 shares

    0.11% of the 13F portfolio, value $13,054,648.

    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.: 72,210 shares
    • Stratos Wealth Advisors, LLC: 7,713 shares
    • Stratos Investment Management, LLC: 18,945 shares

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

  6. period ended2025-03-31
    13F 99,727 shares
    Change vs previous 13F +1,596 shares

    0.15% of the 13F portfolio, value $14,953,277.

    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.: 72,157 shares
    • Stratos Wealth Advisors, LLC: 8,124 shares
    • Stratos Investment Management, LLC: 19,446 shares

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

  7. period ended2024-12-31
    13F 98,131 shares
    Change vs previous 13F -20,372 shares

    0.14% of the 13F portfolio, value $14,922,006.

    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.: 77,450 shares
    • Stratos Wealth Advisors, LLC: 8,222 shares
    • Stratos Investment Management, LLC: 12,459 shares

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

  8. period ended2024-09-30
    13F 118,503 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $20,151,610.

    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.: 83,704 shares
    • Stratos Wealth Advisors, LLC: 9,086 shares
    • Stratos Investment Management, LLC: 25,713 shares

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