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Stratos Wealth Partners, LTD.: PYLD position timeline

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

Stratos Wealth Partners, LTD. held 5,648,672 PYLD 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 5,648,672 shares
    Change vs previous 13F +16,638 shares

    1.03% of the 13F portfolio, value $149,802,842.

    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.: 3,351,391 shares
    • Stratos Wealth Advisors, LLC: 491,098 shares
    • Stratos Investment Management, LLC: 1,806,183 shares

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

  2. period ended2026-03-31
    13F 5,632,034 shares
    Change vs previous 13F +3,414,640 shares

    1.14% of the 13F portfolio, value $147,559,316.

    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.: 3,308,773 shares
    • Stratos Wealth Advisors, LLC: 443,822 shares
    • Stratos Investment Management, LLC: 1,879,439 shares

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

  3. period ended2025-12-31
    13F 2,217,394 shares
    Change vs previous 13F +241,158 shares

    0.44% of the 13F portfolio, value $59,160,100.

    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.: 159,965 shares
    • Stratos Wealth Advisors, LLC: 371,244 shares
    • Stratos Investment Management, LLC: 1,686,185 shares

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

  4. period ended2025-09-30
    13F 1,976,236 shares
    Change vs previous 13F +17,160 shares

    0.41% of the 13F portfolio, value $53,042,207.

    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.: 74,746 shares
    • Stratos Wealth Advisors, LLC: 247,021 shares
    • Stratos Investment Management, LLC: 1,654,469 shares

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

  5. period ended2025-06-30
    13F 1,959,076 shares
    Change vs previous 13F +463,500 shares

    0.45% of the 13F portfolio, value $51,993,939.

    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.: 60,464 shares
    • Stratos Wealth Advisors, LLC: 191,567 shares
    • Stratos Investment Management, LLC: 1,707,045 shares

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

  6. period ended2025-03-31
    13F 1,495,576 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $39,408,458.

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

    • Stratos Wealth Partners, LTD.: 8,906 shares
    • Stratos Wealth Advisors, LLC: 101,323 shares
    • Stratos Investment Management, LLC: 1,385,347 shares

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