Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,353,636
+$140,537 QoQ
Shares Held
9,005
+18.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#239
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $5,295,759 across 4 Insurance Brokers names. WTW ranks #1 (44.4% of the industry book) .
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,353,636 | 9,005 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,213,099 | 7,613 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,563,080 | 7,800 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,216,830 | 9,312 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,383,957 | 7,778 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,349,090 | 6,951 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,223,377 | 7,098 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,711,219 | 5,810 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,562,092 | 5,959 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,483,900 | 5,396 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,239,044 | 5,137 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,070,502 | 5,123 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,046,091 | 4,442 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,035,485 | 4,456 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,132,649 | 4,631 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $939,997 | 4,678 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $873,845 | 4,427 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,039,604 | 4,401 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,046,380 | 4,406 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,022,591 | 4,399 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,010,477 | 4,393 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,005,469 | 4,393 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $923,831 | 4,385 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $915,675 | 4,385 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $863,625 | 4,385 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $744,792 | 4,385 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||