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Stratos Wealth Partners, LTD.: WES position timeline

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

Stratos Wealth Partners, LTD. held 17,086 WES 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 17,086 shares
    Change vs previous 13F +3,344 shares

    0.01% of the 13F portfolio, value $747,690.

    13F-HR 0001612865-26-000004 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).

  2. period ended2026-03-31
    13F 13,742 shares
    Change vs previous 13F +6,070 shares

    0.01% of the 13F portfolio, value $565,768.

    13F-HR 0001612865-26-000002 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).

  3. period ended2025-12-31
    13F 7,672 shares
    Change vs previous 13F +989 shares

    <0.01% of the 13F portfolio, value $303,083.

    13F-HR 0001612865-26-000001 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).

  4. period ended2025-09-30
    13F 6,683 shares
    Change vs previous 13F +722 shares

    <0.01% of the 13F portfolio, value $262,580.

    13F-HR 0001612865-25-000004 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).

  5. period ended2025-06-30
    13F 5,961 shares
    Change vs previous 13F +536 shares

    <0.01% of the 13F portfolio, value $230,703.

    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 5,425 shares
    Change vs previous 13F -2,920 shares

    <0.01% of the 13F portfolio, value $222,221.

    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 8,345 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $320,710.

    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 8,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $316,225.

    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).