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Gratus Wealth Advisors, LLC: KIM position timeline

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

Gratus Wealth Advisors, LLC held 30,665 KIM 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 30,665 shares
    Change vs previous 13F +362 shares

    0.1% of the 13F portfolio, value $777,352.

    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 30,303 shares
    Change vs previous 13F +2,672 shares

    0.1% of the 13F portfolio, value $680,904.

    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 27,631 shares
    Change vs previous 13F +698 shares

    0.08% of the 13F portfolio, value $560,077.

    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 26,933 shares
    Change vs previous 13F +1,000 shares

    0.08% of the 13F portfolio, value $588,482.

    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 25,933 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $545,112.

    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).