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Stratos Wealth Partners, LTD.: WM position timeline

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

Stratos Wealth Partners, LTD. held 22,614 WM 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 22,614 shares
    Change vs previous 13F +494 shares

    0.03% of the 13F portfolio, value $5,040,478.

    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.: 17,720 shares
    • Stratos Wealth Advisors, LLC: 2,124 shares
    • Stratos Investment Management, LLC: 2,770 shares

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

  2. period ended2026-03-31
    13F 22,120 shares
    Change vs previous 13F -764 shares

    0.04% of the 13F portfolio, value $5,083,345.

    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.: 16,911 shares
    • Stratos Wealth Advisors, LLC: 2,166 shares
    • Stratos Investment Management, LLC: 3,043 shares

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

  3. period ended2025-12-31
    13F 22,884 shares
    Change vs previous 13F -263 shares

    0.04% of the 13F portfolio, value $5,028,238.

    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.: 17,829 shares
    • Stratos Wealth Advisors, LLC: 2,350 shares
    • Stratos Investment Management, LLC: 2,705 shares

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

  4. period ended2025-09-30
    13F 23,147 shares
    Change vs previous 13F +1,538 shares

    0.04% of the 13F portfolio, value $5,111,959.

    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.: 17,460 shares
    • Stratos Wealth Advisors, LLC: 2,642 shares
    • Stratos Investment Management, LLC: 3,045 shares

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

  5. period ended2025-06-30
    13F 21,609 shares
    Change vs previous 13F +267 shares

    0.04% of the 13F portfolio, value $4,944,838.

    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.: 16,377 shares
    • Stratos Wealth Advisors, LLC: 2,240 shares
    • Stratos Investment Management, LLC: 2,992 shares

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

  6. period ended2025-03-31
    13F 21,342 shares
    Change vs previous 13F +1,494 shares

    0.05% of the 13F portfolio, value $4,941,462.

    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.: 16,345 shares
    • Stratos Wealth Advisors, LLC: 2,062 shares
    • Stratos Investment Management, LLC: 2,935 shares

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

  7. period ended2024-12-31
    13F 19,848 shares
    Change vs previous 13F -12,105 shares

    0.04% of the 13F portfolio, value $4,005,349.

    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.: 14,475 shares
    • Stratos Wealth Advisors, LLC: 2,013 shares
    • Stratos Investment Management, LLC: 3,360 shares

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

  8. period ended2024-09-30
    13F 31,953 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,633,971.

    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.: 12,660 shares
    • Stratos Wealth Advisors, LLC: 1,781 shares
    • Stratos Investment Management, LLC: 17,512 shares

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