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Gratus Wealth Advisors, LLC: IBDR position timeline

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

Gratus Wealth Advisors, LLC held 1,527,912 IBDR 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 1,527,912 shares
    Change vs previous 13F +31,407 shares

    4.71% of the 13F portfolio, value $37,021,309.

    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 1,496,505 shares
    Change vs previous 13F +59,966 shares

    5.25% of the 13F portfolio, value $36,275,290.

    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 1,436,539 shares
    Change vs previous 13F +70,236 shares

    4.83% of the 13F portfolio, value $34,807,335.

    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 1,366,303 shares
    Change vs previous 13F +41,240 shares

    4.67% of the 13F portfolio, value $33,201,151.

    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 1,325,063 shares
    Change vs previous 13F +27,431 shares

    4.87% of the 13F portfolio, value $32,132,778.

    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 1,297,632 shares
    Change vs previous 13F +39,467 shares

    5.16% of the 13F portfolio, value $31,415,680.

    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 1,258,165 shares
    Change vs previous 13F +26,734 shares

    4.85% of the 13F portfolio, value $30,284,038.

    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 1,231,431 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $29,714,420.

    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).