Skip to content
Disclosery

Stratos Wealth Partners, LTD.: PSFF position timeline

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

Stratos Wealth Partners, LTD. held 118,242 PSFF 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 118,242 shares
    Change vs previous 13F +1,060 shares

    0.03% of the 13F portfolio, value $4,056,882.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 9,853 shares
    • Stratos Wealth Advisors, LLC: 13,920 shares
    • Stratos Investment Management, LLC: 94,469 shares

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

  2. period ended2026-03-31
    13F 117,182 shares
    Change vs previous 13F -921 shares

    0.03% of the 13F portfolio, value $3,755,027.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 9,853 shares
    • Stratos Wealth Advisors, LLC: 13,265 shares
    • Stratos Investment Management, LLC: 94,064 shares

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

  3. period ended2025-12-31
    13F 118,103 shares
    Change vs previous 13F +3,603 shares

    0.03% of the 13F portfolio, value $3,818,269.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 9,853 shares
    • Stratos Wealth Advisors, LLC: 13,089 shares
    • Stratos Investment Management, LLC: 95,161 shares

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

  4. period ended2025-09-30
    13F 114,500 shares
    Change vs previous 13F -45,508 shares

    0.03% of the 13F portfolio, value $3,617,650.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 10,451 shares
    • Stratos Wealth Advisors, LLC: 6,936 shares
    • Stratos Investment Management, LLC: 97,113 shares

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

  5. period ended2025-06-30
    13F 160,008 shares
    Change vs previous 13F +8,663 shares

    0.04% of the 13F portfolio, value $4,877,043.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 10,451 shares
    • Stratos Wealth Advisors, LLC: 7,129 shares
    • Stratos Investment Management, LLC: 142,428 shares

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

  6. period ended2025-03-31
    13F 151,345 shares
    Change vs previous 13F +136,204 shares

    0.12% of the 13F portfolio, value $4,320,900.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 52,250 shares
    • Stratos Investment Management, LLC: 99,095 shares

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

  7. period ended2024-12-31
    13F 15,141 shares
    Change vs previous 13F +2,038 shares

    0.02% of the 13F portfolio, value $443,480.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    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 13,103 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $376,580.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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