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Stratos Wealth Partners, LTD.: SPHB position timeline

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

Stratos Wealth Partners, LTD. held 8,735 SPHB 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 8,735 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $1,359,149.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,766 shares
    • Stratos Wealth Advisors, LLC: 5,969 shares

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

  2. period ended2026-03-31
    13F 8,625 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $1,000,075.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,819 shares
    • Stratos Wealth Advisors, LLC: 5,806 shares

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

  3. period ended2025-12-31
    13F 8,533 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $998,172.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,733 shares
    • Stratos Wealth Advisors, LLC: 5,800 shares

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

  4. period ended2025-09-30
    13F 8,434 shares
    Change vs previous 13F -713 shares

    0.01% of the 13F portfolio, value $926,110.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,733 shares
    • Stratos Wealth Advisors, LLC: 5,701 shares

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

  5. period ended2025-06-30
    13F 9,147 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $892,197.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 3,318 shares
    • Stratos Wealth Advisors, LLC: 5,829 shares

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

  6. period ended2025-03-31
    13F 9,215 shares
    Change vs previous 13F -352 shares

    0.01% of the 13F portfolio, value $721,211.

    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.: 3,598 shares
    • Stratos Wealth Advisors, LLC: 5,617 shares

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

  7. period ended2024-12-31
    13F 9,567 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $848,195.

    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.: 3,721 shares
    • Stratos Wealth Advisors, LLC: 5,846 shares

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

  8. period ended2024-09-30
    13F 9,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $844,712.

    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.: 3,858 shares
    • Stratos Wealth Advisors, LLC: 5,609 shares

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