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Stratos Wealth Partners, LTD.: SHY position timeline

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

Stratos Wealth Partners, LTD. held 48,865 SHY 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 48,865 shares
    Change vs previous 13F -10,564 shares

    0.03% of the 13F portfolio, value $4,012,393.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 27,577 shares
    • Stratos Wealth Advisors, LLC: 21,288 shares

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

  2. period ended2026-03-31
    13F 59,429 shares
    Change vs previous 13F -973 shares

    0.05% of the 13F portfolio, value $4,907,098.

    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.: 37,445 shares
    • Stratos Wealth Advisors, LLC: 21,984 shares

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

  3. period ended2025-12-31
    13F 60,402 shares
    Change vs previous 13F -226,262 shares

    0.05% of the 13F portfolio, value $5,002,514.

    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.: 37,025 shares
    • Stratos Wealth Advisors, LLC: 23,377 shares

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

  4. period ended2025-09-30
    13F 286,664 shares
    Change vs previous 13F +2,577 shares

    0.23% of the 13F portfolio, value $23,781,775.

    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.: 240,780 shares
    • Stratos Wealth Advisors, LLC: 45,884 shares

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

  5. period ended2025-06-30
    13F 284,087 shares
    Change vs previous 13F +195,228 shares

    0.25% of the 13F portfolio, value $23,539,568.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 235,553 shares
    • Stratos Wealth Advisors, LLC: 48,534 shares

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

  6. period ended2025-03-31
    13F 88,859 shares
    Change vs previous 13F -1,094 shares

    0.09% of the 13F portfolio, value $7,351,422.

    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.: 41,307 shares
    • Stratos Wealth Advisors, LLC: 47,552 shares
    • Stratos Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 89,953 shares
    Change vs previous 13F +16,676 shares

    0.07% of the 13F portfolio, value $7,374,408.

    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.: 38,388 shares
    • Stratos Wealth Advisors, LLC: 48,840 shares
    • Stratos Investment Management, LLC: 2,725 shares

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

  8. period ended2024-09-30
    13F 73,277 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,093,109.

    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.: 31,882 shares
    • Stratos Wealth Advisors, LLC: 41,395 shares

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