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Gratus Wealth Advisors, LLC: DGRO position timeline

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

Gratus Wealth Advisors, LLC held 1,243,096 DGRO 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 1,243,096 shares
    Change vs previous 13F +25,085 shares

    11.99% of the 13F portfolio, value $94,214,214.

    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 1,218,011 shares
    Change vs previous 13F -36,883 shares

    12.36% of the 13F portfolio, value $85,480,039.

    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 1,254,894 shares
    Change vs previous 13F +20,316 shares

    12.08% of the 13F portfolio, value $87,114,776.

    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 1,234,578 shares
    Change vs previous 13F +23,192 shares

    11.83% of the 13F portfolio, value $84,050,072.

    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 1,211,386 shares
    Change vs previous 13F +10,701 shares

    11.73% of the 13F portfolio, value $77,456,049.

    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 1,200,685 shares
    Change vs previous 13F +1,150 shares

    12.17% of the 13F portfolio, value $74,178,331.

    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 1,199,535 shares
    Change vs previous 13F +77,673 shares

    11.77% of the 13F portfolio, value $73,579,456.

    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 1,121,862 shares
    Change vs previous 13F not available

    11.4% of the 13F portfolio, value $69,768,600.

    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).