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Stratos Wealth Partners, LTD.: SHLS position timeline

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

Stratos Wealth Partners, LTD. held 36,156 SHLS 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 36,156 shares
    Change vs previous 13F +588 shares

    <0.01% of the 13F portfolio, value $357,944.

    13F-HR 0001612865-26-000004 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).

  2. period ended2026-03-31
    13F 35,568 shares
    Change vs previous 13F +1,577 shares

    <0.01% of the 13F portfolio, value $234,037.

    13F-HR 0001612865-26-000002 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).

  3. period ended2025-12-31
    13F 33,991 shares
    Change vs previous 13F +739 shares

    <0.01% of the 13F portfolio, value $288,924.

    13F-HR 0001612865-26-000001 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).

  4. period ended2025-09-30
    13F 33,252 shares
    Change vs previous 13F +9,684 shares

    <0.01% of the 13F portfolio, value $246,397.

    13F-HR 0001612865-25-000004 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).

  5. period ended2025-06-30
    13F 23,568 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $100,164.

    13F-HR 0001085146-25-004229 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).

  6. period ended2025-03-31
    13F 23,313 shares
    Change vs previous 13F +3,415 shares

    <0.01% of the 13F portfolio, value $77,399.

    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).

  7. period ended2024-12-31
    13F 19,898 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,036.

    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).