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Stratos Wealth Partners, LTD.: SPAB position timeline

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

Stratos Wealth Partners, LTD. held 2,469,875 SPAB 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 2,469,875 shares
    Change vs previous 13F +103,375 shares

    0.5% of the 13F portfolio, value $63,031,248.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 99,976 shares
    • Stratos Investment Management, LLC: 2,369,899 shares

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

  2. period ended2026-03-31
    13F 2,366,500 shares
    Change vs previous 13F +83,199 shares

    0.54% of the 13F portfolio, value $60,629,749.

    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.: 96,772 shares
    • Stratos Investment Management, LLC: 2,269,728 shares

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

  3. period ended2025-12-31
    13F 2,283,301 shares
    Change vs previous 13F +119,534 shares

    0.52% of the 13F portfolio, value $58,795,037.

    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.: 128,473 shares
    • Stratos Investment Management, LLC: 2,154,828 shares

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

  4. period ended2025-09-30
    13F 2,163,767 shares
    Change vs previous 13F +89,942 shares

    0.51% of the 13F portfolio, value $55,933,408.

    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.: 115,607 shares
    • Stratos Investment Management, LLC: 2,048,160 shares

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

  5. period ended2025-06-30
    13F 2,073,825 shares
    Change vs previous 13F +54,298 shares

    0.55% of the 13F portfolio, value $53,089,935.

    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.: 110,878 shares
    • Stratos Investment Management, LLC: 1,962,947 shares

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

  6. period ended2025-03-31
    13F 2,019,527 shares
    Change vs previous 13F +143,506 shares

    0.61% of the 13F portfolio, value $51,578,730.

    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.: 108,162 shares
    • Stratos Investment Management, LLC: 1,911,365 shares

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

  7. period ended2024-12-31
    13F 1,876,021 shares
    Change vs previous 13F +440,066 shares

    0.54% of the 13F portfolio, value $46,881,781.

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

    • Stratos Wealth Partners, LTD.: 84,779 shares
    • Stratos Investment Management, LLC: 1,791,242 shares

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

  8. period ended2024-09-30
    13F 1,435,955 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $37,535,891.

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

    • Stratos Wealth Partners, LTD.: 115,683 shares
    • Stratos Investment Management, LLC: 1,320,272 shares

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