Stratos Wealth Partners, LTD.: SHW position timeline

Stratos Wealth Partners, LTD. held 35,565 SHW 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 35,565 shares

   Change vs previous 13F -5,109 shares

   0.08% of the 13F portfolio, value $12,246,230.

   13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Stratos Wealth Partners, LTD.: 29,528 shares
   • Stratos Wealth Advisors, LLC: 4,918 shares
   • Stratos Investment Management, LLC: 1,119 shares

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

2. period ended2026-03-31

   13F 40,674 shares

   Change vs previous 13F -2,175 shares

   0.1% of the 13F portfolio, value $13,038,656.

   13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Stratos Wealth Partners, LTD.: 34,564 shares
   • Stratos Wealth Advisors, LLC: 4,897 shares
   • Stratos Investment Management, LLC: 1,213 shares

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

3. period ended2025-12-31

   13F 42,849 shares

   Change vs previous 13F +9,079 shares

   0.13% of the 13F portfolio, value $13,884,872.

   13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Stratos Wealth Partners, LTD.: 37,934 shares
   • Stratos Wealth Advisors, LLC: 4,915 shares

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

4. period ended2025-09-30

   13F 33,770 shares

   Change vs previous 13F -880 shares

   0.11% of the 13F portfolio, value $11,693,398.

   13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Stratos Wealth Partners, LTD.: 30,741 shares
   • Stratos Wealth Advisors, LLC: 3,029 shares

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

5. period ended2025-06-30

   13F 34,650 shares

   Change vs previous 13F -1,285 shares

   0.13% of the 13F portfolio, value $11,898,040.

   13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Stratos Wealth Partners, LTD.: 31,706 shares
   • Stratos Wealth Advisors, LLC: 2,944 shares

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

6. period ended2025-03-31

   13F 35,935 shares

   Change vs previous 13F +1,185 shares

   0.15% of the 13F portfolio, value $12,548,597.

   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.: 29,950 shares
   • Stratos Wealth Advisors, LLC: 5,985 shares

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

7. period ended2024-12-31

   13F 34,750 shares

   Change vs previous 13F -6,118 shares

   0.13% of the 13F portfolio, value $11,812,999.

   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.: 31,889 shares
   • Stratos Wealth Advisors, LLC: 2,861 shares

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

8. period ended2024-09-30

   13F 40,868 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $15,598,463.

   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.: 38,715 shares
   • Stratos Wealth Advisors, LLC: 2,153 shares

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