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Gratus Wealth Advisors, LLC: IBDU position timeline

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

Gratus Wealth Advisors, LLC held 1,550,502 IBDU 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 1,550,502 shares
    Change vs previous 13F +41,419 shares

    4.57% of the 13F portfolio, value $35,909,632.

    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 1,509,083 shares
    Change vs previous 13F +88,114 shares

    5.08% of the 13F portfolio, value $35,101,277.

    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 1,420,969 shares
    Change vs previous 13F +39,441 shares

    4.61% of the 13F portfolio, value $33,257,774.

    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 1,381,528 shares
    Change vs previous 13F +37,414 shares

    4.56% of the 13F portfolio, value $32,424,465.

    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 1,344,114 shares
    Change vs previous 13F +24,810 shares

    4.75% of the 13F portfolio, value $31,358,180.

    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 1,319,304 shares
    Change vs previous 13F +55,130 shares

    5.01% of the 13F portfolio, value $30,515,502.

    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 1,264,174 shares
    Change vs previous 13F +1,244,871 shares

    4.61% of the 13F portfolio, value $28,823,156.

    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 19,303 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $447,444.

    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).