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Stratos Wealth Partners, LTD.: TM position timeline

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

Stratos Wealth Partners, LTD. held 2,585 TM 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 2,585 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $435,566.

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

    • Stratos Wealth Partners, LTD.: 1,193 shares
    • Stratos Wealth Advisors, LLC: 1,392 shares

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

  2. period ended2026-03-31
    13F 2,425 shares
    Change vs previous 13F -162 shares

    <0.01% of the 13F portfolio, value $499,850.

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

    • Stratos Wealth Partners, LTD.: 1,086 shares
    • Stratos Wealth Advisors, LLC: 1,339 shares

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

  3. period ended2025-12-31
    13F 2,587 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $553,899.

    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.: 1,248 shares
    • Stratos Wealth Advisors, LLC: 1,339 shares

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

  4. period ended2025-09-30
    13F 2,384 shares
    Change vs previous 13F +2,384 shares

    <0.01% of the 13F portfolio, value $455,875.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,291 shares
    • Stratos Wealth Advisors, LLC: 1,093 shares

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,190 shares

    13F-HR 0001085146-25-004228 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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,190 shares
    Change vs previous 13F -1,748 shares

    0.01% of the 13F portfolio, value $210,153.

    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.: 0 shares
    • Stratos Wealth Advisors, LLC: 1,190 shares

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

  7. period ended2024-12-31
    13F 2,938 shares
    Change vs previous 13F -1,029 shares

    0.01% of the 13F portfolio, value $571,974.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,741 shares
    • Stratos Wealth Advisors, LLC: 1,197 shares

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

  8. period ended2024-09-30
    13F 3,967 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $708,538.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 2,208 shares
    • Stratos Wealth Advisors, LLC: 1,759 shares

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