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Stratos Wealth Partners, LTD.: WMS position timeline

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

Stratos Wealth Partners, LTD. held 0 WMS shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,357 shares

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 4,357 shares
    Change vs previous 13F -71 shares

    0.02% of the 13F portfolio, value $604,320.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,428 shares
    Change vs previous 13F -3,384 shares

    0.02% of the 13F portfolio, value $508,651.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 0 shares
    • Stratos Investment Management, LLC: 4,428 shares

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

  4. period ended2025-03-31
    13F 7,812 shares
    Change vs previous 13F -1,953 shares

    0.01% of the 13F portfolio, value $848,831.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 3,398 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 4,414 shares

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

  5. period ended2024-12-31
    13F 9,765 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $1,128,983.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,584 shares
    • Stratos Wealth Advisors, LLC: 5,181 shares

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

  6. period ended2024-09-30
    13F 9,571 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,504,437.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 4,345 shares
    • Stratos Wealth Advisors, LLC: 5,226 shares

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