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Gratus Wealth Advisors, LLC: IBDT position timeline

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

Gratus Wealth Advisors, LLC held 1,410,511 IBDT 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 1,410,511 shares
    Change vs previous 13F +38,343 shares

    4.53% of the 13F portfolio, value $35,615,412.

    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 1,372,168 shares
    Change vs previous 13F +70,754 shares

    5.03% of the 13F portfolio, value $34,757,012.

    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 1,301,414 shares
    Change vs previous 13F +36,163 shares

    4.59% of the 13F portfolio, value $33,127,484.

    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 1,265,251 shares
    Change vs previous 13F +32,145 shares

    4.55% of the 13F portfolio, value $32,289,193.

    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 1,233,106 shares
    Change vs previous 13F +21,202 shares

    4.75% of the 13F portfolio, value $31,345,547.

    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 1,211,904 shares
    Change vs previous 13F +53,088 shares

    5.02% of the 13F portfolio, value $30,612,695.

    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 1,158,816 shares
    Change vs previous 13F +32,491 shares

    4.62% of the 13F portfolio, value $28,854,517.

    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 1,126,325 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $28,428,449.

    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).