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Stratos Wealth Partners, LTD.: SHV position timeline

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

Stratos Wealth Partners, LTD. held 4,865 SHV 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 4,865 shares
    Change vs previous 13F -2,164 shares

    0.01% of the 13F portfolio, value $536,945.

    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 7,029 shares
    Change vs previous 13F -2,163 shares

    0.01% of the 13F portfolio, value $775,937.

    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.: 7,029 shares
    • Stratos Wealth Advisors, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 9,192 shares
    Change vs previous 13F -11,219 shares

    0.01% of the 13F portfolio, value $1,012,715.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,342 shares
    • Stratos Wealth Advisors, LLC: 2,850 shares

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

  4. period ended2025-09-30
    13F 20,411 shares
    Change vs previous 13F -743 shares

    0.02% of the 13F portfolio, value $2,255,290.

    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.: 5,565 shares
    • Stratos Wealth Advisors, LLC: 14,846 shares

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

  5. period ended2025-06-30
    13F 21,154 shares
    Change vs previous 13F -280 shares

    0.03% of the 13F portfolio, value $2,335,873.

    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.: 6,022 shares
    • Stratos Wealth Advisors, LLC: 15,132 shares

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

  6. period ended2025-03-31
    13F 21,434 shares
    Change vs previous 13F -7,779 shares

    0.03% of the 13F portfolio, value $2,367,702.

    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.: 4,872 shares
    • Stratos Wealth Advisors, LLC: 16,562 shares

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

  7. period ended2024-12-31
    13F 29,213 shares
    Change vs previous 13F -12,861 shares

    0.04% of the 13F portfolio, value $3,216,705.

    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.: 13,355 shares
    • Stratos Wealth Advisors, LLC: 15,858 shares

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

  8. period ended2024-09-30
    13F 42,074 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,654,825.

    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.: 11,751 shares
    • Stratos Wealth Advisors, LLC: 30,323 shares

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