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Gratus Wealth Advisors, LLC: COR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gratus Wealth Advisors, LLC on COR, newest first. How the timeline and the estimate are built.

Gratus Wealth Advisors, LLC held 8,034 COR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,034 shares
    Change vs previous 13F -148 shares

    0.29% of the 13F portfolio, value $2,273,585.

    13F-HR 0001398344-26-012293 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 8,182 shares
    Change vs previous 13F -464 shares

    0.37% of the 13F portfolio, value $2,570,292.

    13F-HR 0001398344-26-008191 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,646 shares
    Change vs previous 13F -15 shares

    0.4% of the 13F portfolio, value $2,920,079.

    13F-HR 0001398344-26-002160 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,661 shares
    Change vs previous 13F -23 shares

    0.38% of the 13F portfolio, value $2,706,936.

    13F-HR 0001398344-25-019883 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,684 shares
    Change vs previous 13F -151 shares

    0.39% of the 13F portfolio, value $2,603,897.

    13F-HR 0001398344-25-013492 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,835 shares
    Change vs previous 13F -116 shares

    0.4% of the 13F portfolio, value $2,456,925.

    13F-HR 0001398344-25-008738 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,951 shares
    Change vs previous 13F -23 shares

    0.32% of the 13F portfolio, value $2,011,111.

    13F-HR 0001398344-25-002733 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,974 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,969,793.

    13F-HR 0002022161-24-000004 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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