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Stratos Wealth Partners, LTD.: PTLC position timeline

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

Stratos Wealth Partners, LTD. held 39,617 PTLC 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 39,617 shares
    Change vs previous 13F -7,267 shares

    0.02% of the 13F portfolio, value $2,308,103.

    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 46,884 shares
    Change vs previous 13F -381 shares

    0.03% of the 13F portfolio, value $2,459,580.

    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 47,265 shares
    Change vs previous 13F -1,690 shares

    0.03% of the 13F portfolio, value $2,627,021.

    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 48,955 shares
    Change vs previous 13F -37,007 shares

    0.03% of the 13F portfolio, value $2,680,786.

    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 85,962 shares
    Change vs previous 13F -28,683 shares

    0.06% of the 13F portfolio, value $4,363,454.

    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 114,645 shares
    Change vs previous 13F +9,711 shares

    0.09% of the 13F portfolio, value $5,898,487.

    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 104,934 shares
    Change vs previous 13F +5,293 shares

    0.08% of the 13F portfolio, value $5,607,699.

    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 99,641 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,236,156.

    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).