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Stratos Wealth Partners, LTD.: SH position timeline

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

Stratos Wealth Partners, LTD. held 473,660 SH 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 473,660 shares
    Change vs previous 13F -62,566 shares

    0.13% of the 13F portfolio, value $15,640,284.

    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.: 42,069 shares
    • Stratos Wealth Advisors, LLC: 431,591 shares

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

  2. period ended2026-03-31
    13F 536,226 shares
    Change vs previous 13F +27,632 shares

    0.2% of the 13F portfolio, value $20,339,066.

    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.: 29,658 shares
    • Stratos Wealth Advisors, LLC: 506,568 shares

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

  3. period ended2025-12-31
    13F 508,594 shares
    Change vs previous 13F +486,300 shares

    0.17% of the 13F portfolio, value $18,324,663.

    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.: 17,380 shares
    • Stratos Wealth Advisors, LLC: 491,214 shares

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

  4. period ended2025-09-30
    13F 22,294 shares
    Change vs previous 13F -72,079 shares

    0.01% of the 13F portfolio, value $823,986.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 22,294 shares
    • Stratos Wealth Advisors, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 94,373 shares
    Change vs previous 13F -284,859 shares

    0.04% of the 13F portfolio, value $3,744,721.

    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.: 22,794 shares
    • Stratos Wealth Advisors, LLC: 71,579 shares

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

  6. period ended2025-03-31
    13F 379,232 shares
    Change vs previous 13F +182,938 shares

    0.92% of the 13F portfolio, value $16,898,578.

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

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

  7. period ended2024-12-31
    13F 196,294 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $8,318,940.

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

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