Stratos Wealth Partners, LTD.: TAXE position timeline

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

Stratos Wealth Partners, LTD. held 0 TAXE shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -35,992 shares
13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 35,992 shares
Change vs previous 13F -3,952 shares
0.08% of the 13F portfolio, value $1,789,163.
13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Stratos Wealth Advisors, LLC: 0 shares
- Stratos Investment Management, LLC: 35,992 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 39,944 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $1,987,262.
13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Stratos Wealth Advisors, LLC: 10,286 shares
- Stratos Investment Management, LLC: 29,658 shares
Acceptance time not in the bulk data set (spec §4.2).