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Gratus Wealth Advisors, LLC: GSLC position timeline

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

Gratus Wealth Advisors, LLC held 129,721 GSLC 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 129,721 shares
    Change vs previous 13F +1,910 shares

    2.34% of the 13F portfolio, value $18,406,063.

    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 127,811 shares
    Change vs previous 13F -14,493 shares

    2.31% of the 13F portfolio, value $15,993,051.

    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 142,304 shares
    Change vs previous 13F +1,060 shares

    2.61% of the 13F portfolio, value $18,836,741.

    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 141,244 shares
    Change vs previous 13F +4,156 shares

    2.59% of the 13F portfolio, value $18,401,316.

    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 137,088 shares
    Change vs previous 13F +395 shares

    2.52% of the 13F portfolio, value $16,639,741.

    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 136,693 shares
    Change vs previous 13F +4,650 shares

    2.47% of the 13F portfolio, value $15,047,165.

    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 132,043 shares
    Change vs previous 13F +1,587 shares

    2.43% of the 13F portfolio, value $15,208,713.

    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 130,456 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $14,591,504.

    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).