Stratos Wealth Partners, LTD. ISTR — INVESTAR HLDG CORP

Ownership history in Stratos Wealth Partners, LTD.  ·  16 quarters on record

AI Ownership Summary

Stratos Wealth Partners, LTD. reported INVESTAR HLDG CORP (ISTR) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows ISTR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stratos Wealth Partners, LTD.'s position in INVESTAR HLDG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ISTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISTR stock page Stratos Wealth Partners, LTD. fund profile Stratos Wealth Partners, LTD. full holdings
How Stratos Wealth Partners, LTD. held ISTR — position size vs. price
% of Fund (quarterly)    ISTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 12,065 — 0% 0.00% $329K 2026-04-28 $28.12
2025 Q4 UNCHANGED — — — 12,065 — 0% 0.00% $322K 2026-01-20 $27.10
2025 Q3 UNCHANGED — — — 12,065 — 0% 0.00% $280K 2025-11-06 $23.38
2025 Q2 UNCHANGED — — — 12,065 — 0% 0.00% $233K 2025-07-29 $22.03
2025 Q1 REDUCED — — — 12,065 -30 -0.2% 0.00% $212K 2025-04-30 $18.78
2024 Q4 UNCHANGED — — — 12,095 — 0% 0.00% $266K 2025-01-27 $18.77
2024 Q3 ADDED — — — 12,095 +30 +0.2% 0.00% $235K 2024-10-17 $20.08
2024 Q2 UNCHANGED — — — 12,065 — 0% 0.00% $186K 2024-07-24 $17.65
2024 Q1 UNCHANGED — — — 12,065 — 0% 0.00% $197K 2024-04-16 $15.05
2023 Q4 ADDED — — — 12,065 +4,017 +49.9% 0.00% $180K 2024-01-24 $16.13
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ISTR

As of 2026 Q1 — sorted by position size

ELCO Management Co., LLC 3Y 7Y 0.11% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.03% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01% Concurrent Investment Advisors, LLC 0.0% STRS OHIO 3Y 7Y 0.0% Capital Advisors, Ltd. LLC 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About Stratos Wealth Partners, LTD. and ISTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stratos Wealth Partners, LTD. reported owning ISTR?

Stratos Wealth Partners, LTD. reported ISTR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISTR position in Stratos Wealth Partners, LTD.'s portfolio?

The largest reported portfolio weight for ISTR was 0.00% in 2024 Q4.

What is the latest reported ISTR position on this page?

The most recent filing on this page is 2026 Q1, when Stratos Wealth Partners, LTD. reported 12,065 shares, equal to 0.00% of portfolio, with an estimated market value of $329K.

What does the chart on this ISTR ownership page compare?

The chart compares Stratos Wealth Partners, LTD.'s quarterly ISTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stratos Wealth Partners, LTD. time their ISTR position?

Based on 13F filing dates vs. subsequent ISTR price moves, Stratos Wealth Partners, LTD. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on ISTR relative to SPY over the holding period was +4.0%.

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