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Stratos Wealth Advisors, LLC

SEC CIK
0001707202
Latest filing
Aug 11, 2026

MS holding history

Morgan Stanley in every 13F filed by Stratos Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
7,310
Value
$1.53M
% of portfolio
0.1%
Quarters held
17
Since Q1 2021
Holdings of MS by Stratos Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,310$1.53M0.1%−545−6.9%ReducedHolders
Q1 20267,855$1.29M0.1%+106+1.4%AddedHolders
Q4 20257,749$1.38M0.1%−263−3.3%ReducedHolders
Q3 20258,012$1.27M0.1%+302+3.9%AddedHolders
Q2 20257,710$1.09M0.1%−51−0.7%ReducedHolders
Q1 20257,761$905.5K<0.1%−943−10.8%ReducedHolders
Q4 20248,704$1.09M0.1%−1,922−18.1%ReducedHolders
Q3 202410,626$1.11M0.1%+388+3.8%AddedHolders
Q2 202410,238$995.0K<0.1%+7+0.1%AddedHolders
Q1 202410,231$963.4K0.1%−475−4.4%ReducedHolders
Q4 202310,706$998.3K0.1%+661+6.6%AddedHolders
Q3 202310,045$820.4K0.1%+10,045NewHolders
Q2 20220$00.0%−3,138−100.0%Sold outHolders
Q1 20223,138$274.0K<0.1%−3,274−51.1%ReducedHolders
Q4 20216,412$629.0K<0.1%+672+11.7%AddedHolders
Q3 20215,740$559.0K<0.1%−613−9.6%ReducedHolders
Q2 20216,353$583.0K0.1%−74−1.2%ReducedHolders
Q1 20216,427$499.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.