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Gratus Wealth Advisors, LLC: EDOW position timeline

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

Gratus Wealth Advisors, LLC held 25,955 EDOW 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 25,955 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,144,356.

    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 25,955 shares
    Change vs previous 13F -293 shares

    0.15% of the 13F portfolio, value $1,053,013.

    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 26,248 shares
    Change vs previous 13F -13,582 shares

    0.15% of the 13F portfolio, value $1,084,042.

    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 39,830 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,590,810.

    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 39,830 shares
    Change vs previous 13F -1,202 shares

    0.23% of the 13F portfolio, value $1,526,688.

    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 41,032 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,486,339.

    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 41,032 shares
    Change vs previous 13F -35,002 shares

    0.24% of the 13F portfolio, value $1,488,231.

    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 76,034 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,697,686.

    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).