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Stratos Wealth Partners, LTD.: WISE position timeline

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

Stratos Wealth Partners, LTD. held 37,333 WISE 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 37,333 shares
    Change vs previous 13F -2,357 shares

    0.08% of the 13F portfolio, value $1,443,080.

    13F-HR 0001707202-26-000004 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).

  2. period ended2026-03-31
    13F 39,690 shares
    Change vs previous 13F +3,245 shares

    0.08% of the 13F portfolio, value $1,276,433.

    13F-HR 0001707202-26-000002 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).

  3. period ended2025-12-31
    13F 36,445 shares
    Change vs previous 13F +3,633 shares

    0.07% of the 13F portfolio, value $1,420,079.

    13F-HR 0001707202-26-000001 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).

  4. period ended2025-09-30
    13F 32,812 shares
    Change vs previous 13F +491 shares

    0.07% of the 13F portfolio, value $1,435,266.

    13F-HR 0001707202-25-000004 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).

  5. period ended2025-06-30
    13F 32,321 shares
    Change vs previous 13F +2,918 shares

    0.06% of the 13F portfolio, value $1,168,727.

    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).

  6. period ended2025-03-31
    13F 29,403 shares
    Change vs previous 13F +2,438 shares

    0.05% of the 13F portfolio, value $902,966.

    13F-HR 0001085146-25-002482 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).

  7. period ended2024-12-31
    13F 26,965 shares
    Change vs previous 13F +1,871 shares

    0.05% of the 13F portfolio, value $1,034,647.

    13F-HR 0001085146-25-000498 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).

  8. period ended2024-09-30
    13F 25,094 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $746,045.

    13F-HR 0001085146-24-004983 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).