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Stratos Wealth Partners, LTD.: STWD position timeline

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

Stratos Wealth Partners, LTD. held 53,669 STWD 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 53,669 shares
    Change vs previous 13F -360 shares

    0.05% of the 13F portfolio, value $879,113.

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

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

  2. period ended2026-03-31
    13F 54,029 shares
    Change vs previous 13F -732 shares

    0.06% of the 13F portfolio, value $930,395.

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

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

  3. period ended2025-12-31
    13F 54,761 shares
    Change vs previous 13F +640 shares

    0.05% of the 13F portfolio, value $986,259.

    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.: 0 shares
    • Stratos Wealth Advisors, LLC: 54,761 shares

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

  4. period ended2025-09-30
    13F 54,121 shares
    Change vs previous 13F -8,296 shares

    0.01% of the 13F portfolio, value $1,048,340.

    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.: 11,093 shares
    • Stratos Wealth Advisors, LLC: 43,028 shares

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

  5. period ended2025-06-30
    13F 62,417 shares
    Change vs previous 13F -14,195 shares

    0.01% of the 13F portfolio, value $1,252,739.

    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.: 12,418 shares
    • Stratos Wealth Advisors, LLC: 49,999 shares

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

  6. period ended2025-03-31
    13F 76,612 shares
    Change vs previous 13F -33,214 shares

    0.02% of the 13F portfolio, value $1,514,634.

    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.: 10,463 shares
    • Stratos Wealth Advisors, LLC: 66,149 shares

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

  7. period ended2024-12-31
    13F 109,826 shares
    Change vs previous 13F -3,625 shares

    0.02% of the 13F portfolio, value $2,081,229.

    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.: 28,578 shares
    • Stratos Wealth Advisors, LLC: 81,248 shares

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

  8. period ended2024-09-30
    13F 113,451 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,312,153.

    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.: 30,814 shares
    • Stratos Wealth Advisors, LLC: 82,637 shares

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