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Stratos Wealth Partners, LTD.: PHYS position timeline

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

Stratos Wealth Partners, LTD. held 188,879 PHYS 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 188,879 shares
    Change vs previous 13F +4,347 shares

    0.05% of the 13F portfolio, value $5,698,510.

    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.: 167,225 shares
    • Stratos Wealth Advisors, LLC: 21,654 shares

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

  2. period ended2026-03-31
    13F 184,532 shares
    Change vs previous 13F -1,439 shares

    0.06% of the 13F portfolio, value $6,539,845.

    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.: 163,007 shares
    • Stratos Wealth Advisors, LLC: 21,525 shares

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

  3. period ended2025-12-31
    13F 185,971 shares
    Change vs previous 13F +7,913 shares

    0.06% of the 13F portfolio, value $6,140,804.

    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.: 164,737 shares
    • Stratos Wealth Advisors, LLC: 21,234 shares

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

  4. period ended2025-09-30
    13F 178,058 shares
    Change vs previous 13F -521 shares

    0.05% of the 13F portfolio, value $5,274,117.

    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.: 159,192 shares
    • Stratos Wealth Advisors, LLC: 18,866 shares

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

  5. period ended2025-06-30
    13F 178,579 shares
    Change vs previous 13F +4,335 shares

    0.05% of the 13F portfolio, value $4,527,011.

    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.: 160,105 shares
    • Stratos Wealth Advisors, LLC: 18,474 shares

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

  6. period ended2025-03-31
    13F 174,244 shares
    Change vs previous 13F -8,789 shares

    0.05% of the 13F portfolio, value $4,192,351.

    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.: 159,677 shares
    • Stratos Wealth Advisors, LLC: 14,567 shares

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

  7. period ended2024-12-31
    13F 183,033 shares
    Change vs previous 13F +10,954 shares

    0.04% of the 13F portfolio, value $3,686,304.

    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.: 170,297 shares
    • Stratos Wealth Advisors, LLC: 12,736 shares

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

  8. period ended2024-09-30
    13F 172,079 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,507,001.

    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.: 158,162 shares
    • Stratos Wealth Advisors, LLC: 13,917 shares

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