Stratos Wealth Partners, LTD.: ROAM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on ROAM, newest first. How the timeline and the estimate are built.
Stratos Wealth Partners, LTD. held 639,228 ROAM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 639,228 sharesChange vs previous 13F +80,672 shares
0.23% of the 13F portfolio, value $22,865,197.
13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 558,556 sharesChange vs previous 13F +68,476 shares
0.2% of the 13F portfolio, value $17,319,332.
13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 490,080 sharesChange vs previous 13F +96,293 shares
0.16% of the 13F portfolio, value $14,277,815.
13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 393,787 sharesChange vs previous 13F -43,533 shares
0.13% of the 13F portfolio, value $10,973,354.
13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 437,320 sharesChange vs previous 13F +193,969 shares
0.16% of the 13F portfolio, value $11,510,275.
13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 243,351 sharesChange vs previous 13F +2,277 shares
0.09% of the 13F portfolio, value $5,728,450.
13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 241,074 sharesChange vs previous 13F +11,633 shares
0.08% of the 13F portfolio, value $5,497,826.
13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 229,441 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $5,860,429.
13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).