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Stratos Wealth Partners, LTD.: VTIP position timeline

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

Stratos Wealth Partners, LTD. held 701,919 VTIP 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 701,919 shares
    Change vs previous 13F +19,734 shares

    0.24% of the 13F portfolio, value $35,257,460.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 33,319 shares
    • Stratos Wealth Advisors, LLC: 45,111 shares
    • Stratos Investment Management, LLC: 623,489 shares

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

  2. period ended2026-03-31
    13F 682,185 shares
    Change vs previous 13F -134,131 shares

    0.26% of the 13F portfolio, value $34,075,254.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 29,909 shares
    • Stratos Wealth Advisors, LLC: 44,020 shares
    • Stratos Investment Management, LLC: 608,256 shares

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

  3. period ended2025-12-31
    13F 816,316 shares
    Change vs previous 13F +49,412 shares

    0.3% of the 13F portfolio, value $40,375,063.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 27,350 shares
    • Stratos Wealth Advisors, LLC: 209,681 shares
    • Stratos Investment Management, LLC: 579,285 shares

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

  4. period ended2025-09-30
    13F 766,904 shares
    Change vs previous 13F +39,613 shares

    0.3% of the 13F portfolio, value $38,828,405.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 20,410 shares
    • Stratos Wealth Advisors, LLC: 199,917 shares
    • Stratos Investment Management, LLC: 546,577 shares

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

  5. period ended2025-06-30
    13F 727,291 shares
    Change vs previous 13F -144,746 shares

    0.32% of the 13F portfolio, value $36,561,017.

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

    • Stratos Wealth Partners, LTD.: 8,083 shares
    • Stratos Wealth Advisors, LLC: 189,305 shares
    • Stratos Investment Management, LLC: 529,903 shares

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

  6. period ended2025-03-31
    13F 872,037 shares
    Change vs previous 13F +294,742 shares

    0.42% of the 13F portfolio, value $43,514,719.

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

    • Stratos Wealth Partners, LTD.: 29,465 shares
    • Stratos Wealth Advisors, LLC: 314,049 shares
    • Stratos Investment Management, LLC: 528,523 shares

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

  7. period ended2024-12-31
    13F 577,295 shares
    Change vs previous 13F +157,621 shares

    0.26% of the 13F portfolio, value $27,952,664.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 30,341 shares
    • Stratos Wealth Advisors, LLC: 42,338 shares
    • Stratos Investment Management, LLC: 504,616 shares

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

  8. period ended2024-09-30
    13F 419,674 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $20,694,218.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 13,244 shares
    • Stratos Wealth Advisors, LLC: 41,922 shares
    • Stratos Investment Management, LLC: 364,508 shares

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