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Stratos Wealth Partners, LTD.: SCHA position timeline

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

Stratos Wealth Partners, LTD. held 328,832 SCHA 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 328,832 shares
    Change vs previous 13F -17,379 shares

    0.1% of the 13F portfolio, value $11,880,751.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 50,060 shares
    • Stratos Wealth Advisors, LLC: 278,772 shares

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

  2. period ended2026-03-31
    13F 346,211 shares
    Change vs previous 13F -5,569 shares

    0.1% of the 13F portfolio, value $10,067,842.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 47,664 shares
    • Stratos Wealth Advisors, LLC: 298,547 shares

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

  3. period ended2025-12-31
    13F 351,780 shares
    Change vs previous 13F -2,516 shares

    0.09% of the 13F portfolio, value $10,018,716.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 51,896 shares
    • Stratos Wealth Advisors, LLC: 299,884 shares

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

  4. period ended2025-09-30
    13F 354,296 shares
    Change vs previous 13F +11,684 shares

    0.09% of the 13F portfolio, value $9,884,886.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 49,062 shares
    • Stratos Wealth Advisors, LLC: 305,234 shares

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

  5. period ended2025-06-30
    13F 342,612 shares
    Change vs previous 13F +190,116 shares

    0.09% of the 13F portfolio, value $8,668,109.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 26,764 shares
    • Stratos Wealth Advisors, LLC: 315,848 shares
    • Stratos Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 152,496 shares
    Change vs previous 13F -2,323 shares

    0.03% of the 13F portfolio, value $3,573,022.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 66,928 shares
    • Stratos Wealth Advisors, LLC: 73,800 shares
    • Stratos Investment Management, LLC: 11,768 shares

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

  7. period ended2024-12-31
    13F 154,819 shares
    Change vs previous 13F +115,402 shares

    0.04% of the 13F portfolio, value $4,003,627.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 66,850 shares
    • Stratos Wealth Advisors, LLC: 87,969 shares

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

  8. period ended2024-09-30
    13F 39,417 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,030,073.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 15,128 shares
    • Stratos Wealth Advisors, LLC: 24,289 shares

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