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Stratos Wealth Partners, LTD.: WELL position timeline

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

Stratos Wealth Partners, LTD. held 8,950 WELL 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 8,950 shares
    Change vs previous 13F +1,423 shares

    0.02% of the 13F portfolio, value $2,031,626.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 7,634 shares
    • Stratos Investment Management, LLC: 1,316 shares

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

  2. period ended2026-03-31
    13F 7,527 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $1,488,267.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,292 shares
    • Stratos Investment Management, LLC: 1,235 shares

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

  3. period ended2025-12-31
    13F 7,297 shares
    Change vs previous 13F +716 shares

    0.01% of the 13F portfolio, value $1,354,499.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 6,203 shares
    • Stratos Investment Management, LLC: 1,094 shares

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

  4. period ended2025-09-30
    13F 6,581 shares
    Change vs previous 13F -9,799 shares

    0.01% of the 13F portfolio, value $1,172,504.

    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.: 5,374 shares
    • Stratos Investment Management, LLC: 1,207 shares

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

  5. period ended2025-06-30
    13F 16,380 shares
    Change vs previous 13F +8,754 shares

    0.03% of the 13F portfolio, value $2,518,130.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,626 shares
    Change vs previous 13F -6,198 shares

    0.02% of the 13F portfolio, value $1,168,381.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,824 shares
    Change vs previous 13F +8,046 shares

    0.02% of the 13F portfolio, value $1,742,290.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    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 5,778 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $739,819.

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

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