Stratos Wealth Partners, LTD.: PVAL position timeline

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

Stratos Wealth Partners, LTD. held 521,850 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 521,850 shares
Change vs previous 13F +249,704 shares
0.18% of the 13F portfolio, value $26,588,309.
13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Stratos Wealth Partners, LTD.: 204,623 shares
- Stratos Wealth Advisors, LLC: 4,166 shares
- Stratos Investment Management, LLC: 313,061 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 272,146 shares
Change vs previous 13F +95,325 shares
0.51% of the 13F portfolio, value $12,627,599.
13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 176,821 shares
Change vs previous 13F not available
0.32% of the 13F portfolio, value $8,057,741.
13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).