Stratos Wealth Partners, LTD.: SPTM position timeline

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

Stratos Wealth Partners, LTD. held 593,015 SPTM 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 593,015 shares
Change vs previous 13F +23,168 shares
0.46% of the 13F portfolio, value $53,839,949.
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.: 586,138 shares
- Stratos Wealth Advisors, LLC: 6,877 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 569,847 shares
Change vs previous 13F -386,352 shares
0.43% of the 13F portfolio, value $45,052,224.
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.: 562,548 shares
- Stratos Wealth Advisors, LLC: 7,299 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 956,199 shares
Change vs previous 13F +12,559 shares
0.72% of the 13F portfolio, value $78,886,511.
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.: 949,168 shares
- Stratos Wealth Advisors, LLC: 7,031 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 943,640 shares
Change vs previous 13F +107,919 shares
0.72% of the 13F portfolio, value $76,104,630.
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.: 935,985 shares
- Stratos Wealth Advisors, LLC: 7,655 shares
- Stratos Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 835,721 shares
Change vs previous 13F +22,993 shares
0.55% of the 13F portfolio, value $62,587,220.
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.: 820,469 shares
- Stratos Wealth Advisors, LLC: 7,945 shares
- Stratos Investment Management, LLC: 7,307 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 812,728 shares
Change vs previous 13F -12,381 shares
0.54% of the 13F portfolio, value $55,273,730.
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.: 798,657 shares
- Stratos Wealth Advisors, LLC: 9,622 shares
- Stratos Investment Management, LLC: 4,449 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 825,109 shares
Change vs previous 13F +2,895 shares
0.64% of the 13F portfolio, value $58,937,611.
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.: 812,359 shares
- Stratos Wealth Advisors, LLC: 12,750 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 822,214 shares
Change vs previous 13F not available
0.63% of the 13F portfolio, value $57,604,430.
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.: 810,946 shares
- Stratos Wealth Advisors, LLC: 11,268 shares
Acceptance time not in the bulk data set (spec §4.2).