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Stratos Wealth Partners, LTD.: SOFI position timeline

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

Stratos Wealth Partners, LTD. held 218,704 SOFI 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 218,704 shares
    Change vs previous 13F -20,914 shares

    0.03% of the 13F portfolio, value $3,921,379.

    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.: 193,268 shares
    • Stratos Wealth Advisors, LLC: 25,436 shares

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

  2. period ended2026-03-31
    13F 239,618 shares
    Change vs previous 13F +1,047 shares

    0.04% of the 13F portfolio, value $3,805,134.

    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.: 215,510 shares
    • Stratos Wealth Advisors, LLC: 24,108 shares

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

  3. period ended2025-12-31
    13F 238,571 shares
    Change vs previous 13F +34,390 shares

    0.06% of the 13F portfolio, value $6,245,789.

    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.: 221,981 shares
    • Stratos Wealth Advisors, LLC: 16,590 shares

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

  4. period ended2025-09-30
    13F 204,181 shares
    Change vs previous 13F +90,944 shares

    0.05% of the 13F portfolio, value $5,394,462.

    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.: 188,691 shares
    • Stratos Wealth Advisors, LLC: 15,490 shares

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

  5. period ended2025-06-30
    13F 113,237 shares
    Change vs previous 13F +1,705 shares

    0.02% of the 13F portfolio, value $2,062,046.

    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.: 92,947 shares
    • Stratos Wealth Advisors, LLC: 20,290 shares

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

  6. period ended2025-03-31
    13F 111,532 shares
    Change vs previous 13F +600 shares

    0.02% of the 13F portfolio, value $1,297,117.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 86,952 shares
    • Stratos Wealth Advisors, LLC: 24,580 shares

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

  7. period ended2024-12-31
    13F 110,932 shares
    Change vs previous 13F -10,139 shares

    0.02% of the 13F portfolio, value $1,708,353.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 86,748 shares
    • Stratos Wealth Advisors, LLC: 24,184 shares

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

  8. period ended2024-09-30
    13F 121,071 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $951,625.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 88,461 shares
    • Stratos Wealth Advisors, LLC: 32,610 shares

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