Stratos Wealth Partners, LTD.: SUB position timeline

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

Stratos Wealth Partners, LTD. held 67,846 SUB 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 67,846 shares
Change vs previous 13F +7,645 shares
0.06% of the 13F portfolio, value $7,223,737.
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.: 62,942 shares
- Stratos Investment Management, LLC: 4,904 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 60,201 shares
Change vs previous 13F -11,352 shares
0.06% of the 13F portfolio, value $6,411,492.
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.: 55,467 shares
- Stratos Investment Management, LLC: 4,734 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 71,553 shares
Change vs previous 13F +25,423 shares
0.07% of the 13F portfolio, value $7,634,813.
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.: 66,886 shares
- Stratos Investment Management, LLC: 4,667 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 46,130 shares
Change vs previous 13F +16,055 shares
0.05% of the 13F portfolio, value $4,925,870.
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.: 41,148 shares
- Stratos Investment Management, LLC: 4,982 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 30,075 shares
Change vs previous 13F -21,091 shares
0.03% of the 13F portfolio, value $3,198,200.
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.: 23,933 shares
- Stratos Wealth Advisors, LLC: 0 shares
- Stratos Investment Management, LLC: 6,142 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 51,166 shares
Change vs previous 13F -4,324 shares
0.05% of the 13F portfolio, value $5,403,344.
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.: 43,518 shares
- Stratos Wealth Advisors, LLC: 4,043 shares
- Stratos Investment Management, LLC: 3,605 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 55,490 shares
Change vs previous 13F -806 shares
0.05% of the 13F portfolio, value $5,853,284.
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.: 46,107 shares
- Stratos Wealth Advisors, LLC: 5,862 shares
- Stratos Investment Management, LLC: 3,521 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 56,296 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $5,978,183.
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.: 39,193 shares
- Stratos Wealth Advisors, LLC: 13,261 shares
- Stratos Investment Management, LLC: 3,842 shares
Acceptance time not in the bulk data set (spec §4.2).