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Stratos Wealth Partners, LTD.: SMTH position timeline

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

Stratos Wealth Partners, LTD. held 3,279,310 SMTH 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 3,279,310 shares
    Change vs previous 13F -147,751 shares

    3.05% of the 13F portfolio, value $84,409,446.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    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 3,427,061 shares
    Change vs previous 13F +148,986 shares

    3.54% of the 13F portfolio, value $88,263,981.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 0 shares
    • Stratos Investment Management, LLC: 3,427,061 shares

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

  3. period ended2025-12-31
    13F 3,278,075 shares
    Change vs previous 13F +60,374 shares

    0.75% of the 13F portfolio, value $85,459,438.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 18,258 shares
    • Stratos Investment Management, LLC: 3,259,817 shares

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

  4. period ended2025-09-30
    13F 3,217,701 shares
    Change vs previous 13F -112,366 shares

    0.77% of the 13F portfolio, value $84,175,092.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 11,687 shares
    • Stratos Investment Management, LLC: 3,206,014 shares

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

  5. period ended2025-06-30
    13F 3,330,067 shares
    Change vs previous 13F +588,268 shares

    0.9% of the 13F portfolio, value $86,082,258.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 41,278 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 3,288,789 shares

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

  6. period ended2025-03-31
    13F 2,741,799 shares
    Change vs previous 13F +782,159 shares

    0.69% of the 13F portfolio, value $70,971,510.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 20,558 shares
    • Stratos Wealth Advisors, LLC: 69,271 shares
    • Stratos Investment Management, LLC: 2,651,970 shares

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

  7. period ended2024-12-31
    13F 1,959,640 shares
    Change vs previous 13F -10,010 shares

    3.01% of the 13F portfolio, value $50,010,021.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,969,650 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $52,077,569.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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