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Stratos Wealth Partners, LTD.: WSO position timeline

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

Stratos Wealth Partners, LTD. held 20,134 WSO 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 20,134 shares
    Change vs previous 13F -3,263 shares

    0.07% of the 13F portfolio, value $8,390,518.

    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.: 19,619 shares
    • Stratos Investment Management, LLC: 515 shares

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

  2. period ended2026-03-31
    13F 23,397 shares
    Change vs previous 13F -1,835 shares

    0.08% of the 13F portfolio, value $8,511,669.

    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.: 22,794 shares
    • Stratos Investment Management, LLC: 603 shares

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

  3. period ended2025-12-31
    13F 25,232 shares
    Change vs previous 13F -378 shares

    0.1% of the 13F portfolio, value $8,502,046.

    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.: 25,232 shares
    • Stratos Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 25,610 shares
    Change vs previous 13F +155 shares

    0.09% of the 13F portfolio, value $10,354,216.

    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.: 25,107 shares
    • Stratos Investment Management, LLC: 503 shares

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

  5. period ended2025-06-30
    13F 25,455 shares
    Change vs previous 13F +934 shares

    0.12% of the 13F portfolio, value $11,241,472.

    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.: 24,952 shares
    • Stratos Investment Management, LLC: 503 shares

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

  6. period ended2025-03-31
    13F 24,521 shares
    Change vs previous 13F +959 shares

    0.15% of the 13F portfolio, value $12,464,527.

    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.: 24,004 shares
    • Stratos Investment Management, LLC: 517 shares

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

  7. period ended2024-12-31
    13F 23,562 shares
    Change vs previous 13F +403 shares

    0.13% of the 13F portfolio, value $11,165,939.

    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.: 23,119 shares
    • Stratos Investment Management, LLC: 443 shares

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

  8. period ended2024-09-30
    13F 23,159 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,391,526.

    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.: 22,718 shares
    • Stratos Investment Management, LLC: 441 shares

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