Skip to content
Disclosery

Gratus Wealth Advisors, LLC: MGK position timeline

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

Gratus Wealth Advisors, LLC held 817,879 MGK 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 817,879 shares
    Change vs previous 13F +655,265 shares

    9.15% of the 13F portfolio, value $71,899,780.

    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 162,614 shares
    Change vs previous 13F -4,334 shares

    8.64% of the 13F portfolio, value $59,751,012.

    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 166,948 shares
    Change vs previous 13F -1,404 shares

    9.55% of the 13F portfolio, value $68,911,072.

    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 168,352 shares
    Change vs previous 13F -51 shares

    9.54% of the 13F portfolio, value $67,748,323.

    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 168,403 shares
    Change vs previous 13F -448 shares

    9.34% of the 13F portfolio, value $61,664,005.

    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 168,851 shares
    Change vs previous 13F -3,647 shares

    8.56% of the 13F portfolio, value $52,154,601.

    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 172,498 shares
    Change vs previous 13F +67 shares

    9.48% of the 13F portfolio, value $59,237,693.

    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 172,431 shares
    Change vs previous 13F not available

    8.93% of the 13F portfolio, value $54,688,252.

    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).