Stratos Wealth Partners, LTD. historic quarter change: Foreign Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 19 quarters from 2014-06-30 to 2026-06-30, Stratos Wealth Partners, LTD. opened 4 positions, added to 10, reduced 7 and sold out of 6.
- Q1 2026: Stock URANIUM RTY CORP; Country of operation —; Class COM; Shares before 0.
- Q1 2024: Stock CYBIN INC; Country of operation —; Class COM; Shares before 0.
- Q4 2014: Stock SEAGATE TECHNOLOGY PLC; Country of operation —; Class SHS; Shares before 0.
- Q3 2014: Stock CHUBB CORP; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1612865), 19 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-01); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-30); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CULLEN/FROST BANKERS, INC. | United States | $8.805B | 1,393 |
| Mirova US LLC | United States | $8.812B | 42 |
| River Road Asset Management, LLC | United States | $8.828B | 176 |
| OPPENHEIMER ASSET MANAGEMENT INC. | United States | $8.762B | 3,203 |
| COOKE & BIELER LP | United States | $8.842B | 152 |
| Brookstone Capital Management | United States | $8.750B | 1,204 |
| Blue Trust, Inc. | United States | $8.739B | 3,880 |
| WHITTIER TRUST CO | United States | $8.862B | 1,606 |
| Platinum Equity Advisors, LLC/DE | United States | $8.879B | 6 |
| FACTORY MUTUAL INSURANCE CO | United States | $8.889B | 196 |