Stratos Wealth Partners, LTD.: SDVY position timeline

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

Stratos Wealth Partners, LTD. held 436,942 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 436,942 shares
Change vs previous 13F +15,607 shares
0.16% of the 13F portfolio, value $18,849,722.
13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Stratos Wealth Partners, LTD.: 141,861 shares
- Stratos Wealth Advisors, LLC: 295,081 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 421,335 shares
Change vs previous 13F -96,569 shares
0.16% of the 13F portfolio, value $16,613,260.
13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Stratos Wealth Partners, LTD.: 134,503 shares
- Stratos Wealth Advisors, LLC: 286,832 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 517,904 shares
Change vs previous 13F +10,903 shares
0.18% of the 13F portfolio, value $19,846,130.
13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Stratos Wealth Partners, LTD.: 222,952 shares
- Stratos Wealth Advisors, LLC: 294,952 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 507,001 shares
Change vs previous 13F -36,307 shares
0.18% of the 13F portfolio, value $19,275,968.
13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Stratos Wealth Partners, LTD.: 220,962 shares
- Stratos Wealth Advisors, LLC: 286,039 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 543,308 shares
Change vs previous 13F +60,223 shares
0.17% of the 13F portfolio, value $19,167,962.
13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Partners, LTD.: 234,479 shares
- Stratos Wealth Advisors, LLC: 257,560 shares
- Stratos Investment Management, LLC: 51,269 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 483,085 shares
Change vs previous 13F +270,972 shares
0.16% of the 13F portfolio, value $16,183,407.
13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Partners, LTD.: 233,139 shares
- Stratos Wealth Advisors, LLC: 215,525 shares
- Stratos Investment Management, LLC: 34,421 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 212,113 shares
Change vs previous 13F -43,682 shares
0.08% of the 13F portfolio, value $7,604,305.
13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Stratos Wealth Partners, LTD.: 177,771 shares
- Stratos Wealth Advisors, LLC: 34,342 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 255,795 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $9,305,870.
13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Stratos Wealth Partners, LTD.: 155,442 shares
- Stratos Wealth Advisors, LLC: 100,353 shares
Acceptance time not in the bulk data set (spec §4.2).