Stratos Wealth Partners, LTD.: SPHD position timeline

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

Stratos Wealth Partners, LTD. held 37,274 SPHD 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 37,274 shares
Change vs previous 13F -103 shares
0.01% of the 13F portfolio, value $1,895,042.
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.: 31,283 shares
- Stratos Investment Management, LLC: 5,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 37,377 shares
Change vs previous 13F +1,245 shares
0.02% of the 13F portfolio, value $1,854,296.
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.: 31,386 shares
- Stratos Investment Management, LLC: 5,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 36,132 shares
Change vs previous 13F -17,744 shares
0.02% of the 13F portfolio, value $1,734,381.
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.: 30,141 shares
- Stratos Wealth Advisors, LLC: 0 shares
- Stratos Investment Management, LLC: 5,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 53,876 shares
Change vs previous 13F +6,886 shares
0.02% of the 13F portfolio, value $2,664,256.
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.: 32,260 shares
- Stratos Wealth Advisors, LLC: 15,625 shares
- Stratos Investment Management, LLC: 5,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 46,990 shares
Change vs previous 13F +3,758 shares
0.02% of the 13F portfolio, value $2,234,874.
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.: 28,578 shares
- Stratos Wealth Advisors, LLC: 12,421 shares
- Stratos Investment Management, LLC: 5,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 43,232 shares
Change vs previous 13F -10,095 shares
0.02% of the 13F portfolio, value $2,171,585.
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.: 27,021 shares
- Stratos Wealth Advisors, LLC: 10,220 shares
- Stratos Investment Management, LLC: 5,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 53,327 shares
Change vs previous 13F +10,376 shares
0.02% of the 13F portfolio, value $2,576,316.
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.: 41,870 shares
- Stratos Wealth Advisors, LLC: 5,466 shares
- Stratos Investment Management, LLC: 5,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 42,951 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $2,172,078.
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.: 36,960 shares
- Stratos Investment Management, LLC: 5,991 shares
Acceptance time not in the bulk data set (spec §4.2).