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Stratos Wealth Partners, LTD.: TDVG position timeline

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

Stratos Wealth Partners, LTD. held 17,022 TDVG 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 17,022 shares
    Change vs previous 13F -1,688 shares

    0.02% of the 13F portfolio, value $834,646.

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

    • Stratos Wealth Advisors, LLC: 9,661 shares
    • Stratos Investment Management, LLC: 7,361 shares

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

  2. period ended2026-03-31
    13F 18,710 shares
    Change vs previous 13F -930 shares

    0.02% of the 13F portfolio, value $835,070.

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

    • Stratos Wealth Advisors, LLC: 11,366 shares
    • Stratos Investment Management, LLC: 7,344 shares

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

  3. period ended2025-12-31
    13F 19,640 shares
    Change vs previous 13F -2,038 shares

    0.02% of the 13F portfolio, value $883,260.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 11,418 shares
    • Stratos Investment Management, LLC: 8,222 shares

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

  4. period ended2025-09-30
    13F 21,678 shares
    Change vs previous 13F -101,622 shares

    0.02% of the 13F portfolio, value $952,995.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 11,397 shares
    • Stratos Investment Management, LLC: 10,281 shares

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

  5. period ended2025-06-30
    13F 123,300 shares
    Change vs previous 13F -1,053 shares

    0.13% of the 13F portfolio, value $5,225,497.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 11,890 shares
    • Stratos Investment Management, LLC: 111,410 shares

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

  6. period ended2025-03-31
    13F 124,353 shares
    Change vs previous 13F +1,580 shares

    0.14% of the 13F portfolio, value $5,023,875.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Advisors, LLC: 52,202 shares
    • Stratos Investment Management, LLC: 72,151 shares

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

  7. period ended2024-12-31
    13F 122,773 shares
    Change vs previous 13F +194 shares

    0.23% of the 13F portfolio, value $4,860,599.

    13F-HR 0001085146-25-000498 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).

  8. period ended2024-09-30
    13F 122,579 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,020,842.

    13F-HR 0001085146-24-004983 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).