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Stratos Wealth Partners, LTD.: WFC position timeline

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

Stratos Wealth Partners, LTD. held 205,691 WFC 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 205,691 shares
    Change vs previous 13F +20,129 shares

    0.12% of the 13F portfolio, value $16,998,357.

    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.: 108,617 shares
    • Stratos Wealth Advisors, LLC: 8,165 shares
    • Stratos Investment Management, LLC: 88,909 shares

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

  2. period ended2026-03-31
    13F 185,562 shares
    Change vs previous 13F +13,991 shares

    0.11% of the 13F portfolio, value $14,772,702.

    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.: 94,933 shares
    • Stratos Wealth Advisors, LLC: 6,810 shares
    • Stratos Investment Management, LLC: 83,819 shares

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

  3. period ended2025-12-31
    13F 171,571 shares
    Change vs previous 13F -2,632 shares

    0.12% of the 13F portfolio, value $15,990,597.

    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.: 111,429 shares
    • Stratos Wealth Advisors, LLC: 8,865 shares
    • Stratos Investment Management, LLC: 51,277 shares

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

  4. period ended2025-09-30
    13F 174,203 shares
    Change vs previous 13F +1,649 shares

    0.11% of the 13F portfolio, value $14,601,803.

    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.: 114,241 shares
    • Stratos Wealth Advisors, LLC: 9,351 shares
    • Stratos Investment Management, LLC: 50,611 shares

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

  5. period ended2025-06-30
    13F 172,554 shares
    Change vs previous 13F +39,979 shares

    0.12% of the 13F portfolio, value $13,825,140.

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

    • Stratos Wealth Partners, LTD.: 114,270 shares
    • Stratos Wealth Advisors, LLC: 9,139 shares
    • Stratos Investment Management, LLC: 49,145 shares

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

  6. period ended2025-03-31
    13F 132,575 shares
    Change vs previous 13F +39,200 shares

    0.09% of the 13F portfolio, value $9,517,593.

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

    • Stratos Wealth Partners, LTD.: 112,892 shares
    • Stratos Wealth Advisors, LLC: 9,055 shares
    • Stratos Investment Management, LLC: 10,628 shares

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

  7. period ended2024-12-31
    13F 93,375 shares
    Change vs previous 13F -19,737 shares

    0.06% of the 13F portfolio, value $6,558,805.

    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.: 76,476 shares
    • Stratos Wealth Advisors, LLC: 7,233 shares
    • Stratos Investment Management, LLC: 9,666 shares

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

  8. period ended2024-09-30
    13F 113,112 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,389,768.

    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.: 96,745 shares
    • Stratos Wealth Advisors, LLC: 7,463 shares
    • Stratos Investment Management, LLC: 8,904 shares

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