Stratos Wealth Partners, LTD.: RECS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on RECS, newest first. How the timeline and the estimate are built.
Stratos Wealth Partners, LTD. held 3,818,174 RECS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,818,174 sharesChange vs previous 13F +137,920 shares
1.14% of the 13F portfolio, value $165,250,610.
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.: 1,664,390 shares
- Stratos Wealth Advisors, LLC: 13,945 shares
- Stratos Investment Management, LLC: 2,139,839 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,680,254 sharesChange vs previous 13F -35,821 shares
1.11% of the 13F portfolio, value $143,456,357.
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.: 1,567,289 shares
- Stratos Wealth Advisors, LLC: 10,661 shares
- Stratos Investment Management, LLC: 2,102,304 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,716,075 sharesChange vs previous 13F +147,272 shares
1.13% of the 13F portfolio, value $151,764,529.
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.: 1,632,519 shares
- Stratos Wealth Advisors, LLC: 8,438 shares
- Stratos Investment Management, LLC: 2,075,118 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,568,803 sharesChange vs previous 13F +70,215 shares
1.11% of the 13F portfolio, value $144,001,268.
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.: 1,548,294 shares
- Stratos Wealth Advisors, LLC: 8,438 shares
- Stratos Investment Management, LLC: 2,012,071 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,498,588 sharesChange vs previous 13F +74,029 shares
1.12% of the 13F portfolio, value $128,713,099.
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.: 1,511,634 shares
- Stratos Wealth Advisors, LLC: 8,856 shares
- Stratos Investment Management, LLC: 1,978,098 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,424,559 sharesChange vs previous 13F +859,394 shares
1.35% of the 13F portfolio, value $113,729,643.
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.: 1,529,574 shares
- Stratos Investment Management, LLC: 1,894,985 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,565,165 sharesChange vs previous 13F +474,137 shares
1.02% of the 13F portfolio, value $88,806,065.
13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Stratos Wealth Partners, LTD.: 1,154,334 shares
- Stratos Investment Management, LLC: 1,410,831 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,091,028 sharesChange vs previous 13F not available
0.85% of the 13F portfolio, value $70,906,777.
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.: 1,132,623 shares
- Stratos Investment Management, LLC: 958,405 shares
Acceptance time not in the bulk data set (spec §4.2).