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Stratos Wealth Partners, LTD.: SAN position timeline

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

Stratos Wealth Partners, LTD. held 36,127 SAN 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 36,127 shares
    Change vs previous 13F -931 shares

    <0.01% of the 13F portfolio, value $498,565.

    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.: 22,980 shares
    • Stratos Investment Management, LLC: 13,147 shares

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

  2. period ended2026-03-31
    13F 37,058 shares
    Change vs previous 13F +8,061 shares

    <0.01% of the 13F portfolio, value $418,023.

    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.: 21,088 shares
    • Stratos Investment Management, LLC: 15,970 shares

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

  3. period ended2025-12-31
    13F 28,997 shares
    Change vs previous 13F -1,625 shares

    <0.01% of the 13F portfolio, value $340,151.

    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.: 12,127 shares
    • Stratos Investment Management, LLC: 16,870 shares

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

  4. period ended2025-09-30
    13F 30,622 shares
    Change vs previous 13F +5,015 shares

    <0.01% of the 13F portfolio, value $320,918.

    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.: 14,757 shares
    • Stratos Investment Management, LLC: 15,865 shares

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

  5. period ended2025-06-30
    13F 25,607 shares
    Change vs previous 13F +25,607 shares

    <0.01% of the 13F portfolio, value $212,544.

    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.: 10,798 shares
    • Stratos Investment Management, LLC: 14,809 shares

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -23,171 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 23,171 shares
    Change vs previous 13F -487 shares

    <0.01% of the 13F portfolio, value $105,660.

    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 23,658 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $120,656.

    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).