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Gratus Wealth Advisors, LLC: IDMO position timeline

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

Gratus Wealth Advisors, LLC held 470,420 IDMO 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 470,420 shares
    Change vs previous 13F +13,604 shares

    3.61% of the 13F portfolio, value $28,361,606.

    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 456,816 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $25,051,767.

    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).