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Gratus Wealth Advisors, LLC: IBDS position timeline

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

Gratus Wealth Advisors, LLC held 1,501,436 IBDS 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 1,501,436 shares
    Change vs previous 13F +36,309 shares

    4.63% of the 13F portfolio, value $36,364,782.

    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 1,465,127 shares
    Change vs previous 13F +63,140 shares

    5.14% of the 13F portfolio, value $35,514,668.

    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 1,401,987 shares
    Change vs previous 13F +56,512 shares

    4.72% of the 13F portfolio, value $34,040,242.

    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 1,345,475 shares
    Change vs previous 13F +37,700 shares

    4.61% of the 13F portfolio, value $32,748,850.

    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 1,307,775 shares
    Change vs previous 13F +25,856 shares

    4.81% of the 13F portfolio, value $31,739,708.

    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 1,281,919 shares
    Change vs previous 13F +36,699 shares

    5.09% of the 13F portfolio, value $30,996,807.

    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 1,245,220 shares
    Change vs previous 13F +35,309 shares

    4.77% of the 13F portfolio, value $29,835,461.

    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 1,209,911 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $29,195,155.

    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).