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Stratos Wealth Partners, LTD.: PFM position timeline

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

Stratos Wealth Partners, LTD. held 9,646 PFM 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 9,646 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $534,966.

    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 9,652 shares
    Change vs previous 13F -287 shares

    0.01% of the 13F portfolio, value $493,190.

    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 9,939 shares
    Change vs previous 13F +661 shares

    0.01% of the 13F portfolio, value $511,938.

    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 9,278 shares
    Change vs previous 13F -2,610 shares

    0.01% of the 13F portfolio, value $470,799.

    13F-HR 0001612865-25-000004 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).

  5. period ended2025-06-30
    13F 11,888 shares
    Change vs previous 13F -10,023 shares

    0.01% of the 13F portfolio, value $572,653.

    13F-HR 0001085146-25-004229 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).

  6. period ended2025-03-31
    13F 21,911 shares
    Change vs previous 13F -64,424 shares

    0.02% of the 13F portfolio, value $1,003,127.

    13F-HR 0001085146-25-002483 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).

  7. period ended2024-12-31
    13F 86,335 shares
    Change vs previous 13F -40,633 shares

    0.06% of the 13F portfolio, value $3,959,368.

    13F-HR 0001085146-25-000497 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).

  8. period ended2024-09-30
    13F 126,968 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,910,374.

    13F-HR 0001085146-24-004982 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).