Stratos Wealth Partners, LTD.: SPDW position timeline

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

Stratos Wealth Partners, LTD. held 1,238,199 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 1,238,199 shares
Change vs previous 13F -19,826 shares
0.43% of the 13F portfolio, value $62,392,956.
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.: 1,195,634 shares
- Stratos Wealth Advisors, LLC: 21,748 shares
- Stratos Investment Management, LLC: 20,817 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,258,025 shares
Change vs previous 13F -85,036 shares
0.44% of the 13F portfolio, value $57,428,905.
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.: 1,222,405 shares
- Stratos Wealth Advisors, LLC: 14,732 shares
- Stratos Investment Management, LLC: 20,888 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,343,061 shares
Change vs previous 13F +25,115 shares
0.55% of the 13F portfolio, value $59,645,381.
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.: 1,211,625 shares
- Stratos Wealth Advisors, LLC: 131,436 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,317,946 shares
Change vs previous 13F -134,172 shares
0.53% of the 13F portfolio, value $56,394,972.
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.: 1,186,453 shares
- Stratos Wealth Advisors, LLC: 131,493 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,452,118 shares
Change vs previous 13F +347,984 shares
0.63% of the 13F portfolio, value $58,796,284.
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.: 1,318,472 shares
- Stratos Wealth Advisors, LLC: 133,646 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,104,134 shares
Change vs previous 13F -11,341 shares
0.48% of the 13F portfolio, value $40,201,538.
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.: 1,015,559 shares
- Stratos Wealth Advisors, LLC: 88,575 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,115,475 shares
Change vs previous 13F -83,067 shares
0.35% of the 13F portfolio, value $38,071,203.
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.: 1,023,906 shares
- Stratos Wealth Advisors, LLC: 84,879 shares
- Stratos Investment Management, LLC: 6,690 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,198,542 shares
Change vs previous 13F not available
0.49% of the 13F portfolio, value $45,017,279.
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.: 1,108,480 shares
- Stratos Wealth Advisors, LLC: 90,062 shares
Acceptance time not in the bulk data set (spec §4.2).