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Stratos Wealth Partners, LTD.: PM position timeline

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

Stratos Wealth Partners, LTD. held 84,312 PM 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 84,312 shares
    Change vs previous 13F +27,640 shares

    0.11% of the 13F portfolio, value $15,253,331.

    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.: 59,679 shares
    • Stratos Wealth Advisors, LLC: 11,928 shares
    • Stratos Investment Management, LLC: 12,705 shares

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

  2. period ended2026-03-31
    13F 56,672 shares
    Change vs previous 13F +1,420 shares

    0.07% of the 13F portfolio, value $9,370,479.

    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.: 36,617 shares
    • Stratos Wealth Advisors, LLC: 10,703 shares
    • Stratos Investment Management, LLC: 9,352 shares

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

  3. period ended2025-12-31
    13F 55,252 shares
    Change vs previous 13F -6,993 shares

    0.07% of the 13F portfolio, value $8,862,579.

    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.: 36,479 shares
    • Stratos Wealth Advisors, LLC: 10,236 shares
    • Stratos Investment Management, LLC: 8,537 shares

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

  4. period ended2025-09-30
    13F 62,245 shares
    Change vs previous 13F +8,241 shares

    0.08% of the 13F portfolio, value $10,096,379.

    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.: 43,926 shares
    • Stratos Wealth Advisors, LLC: 10,552 shares
    • Stratos Investment Management, LLC: 7,767 shares

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

  5. period ended2025-06-30
    13F 54,004 shares
    Change vs previous 13F +12,998 shares

    0.09% of the 13F portfolio, value $9,836,008.

    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.: 35,534 shares
    • Stratos Wealth Advisors, LLC: 10,524 shares
    • Stratos Investment Management, LLC: 7,946 shares

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

  6. period ended2025-03-31
    13F 41,006 shares
    Change vs previous 13F -2,499 shares

    0.06% of the 13F portfolio, value $6,509,216.

    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.: 22,668 shares
    • Stratos Wealth Advisors, LLC: 11,260 shares
    • Stratos Investment Management, LLC: 7,078 shares

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

  7. period ended2024-12-31
    13F 43,505 shares
    Change vs previous 13F -759 shares

    0.05% of the 13F portfolio, value $5,235,953.

    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.: 25,199 shares
    • Stratos Wealth Advisors, LLC: 12,703 shares
    • Stratos Investment Management, LLC: 5,603 shares

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

  8. period ended2024-09-30
    13F 44,264 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,373,879.

    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.: 25,434 shares
    • Stratos Wealth Advisors, LLC: 13,878 shares
    • Stratos Investment Management, LLC: 4,952 shares

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