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Gratus Wealth Advisors, LLC: QQEW position timeline

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

Gratus Wealth Advisors, LLC held 107,823 QQEW 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 107,823 shares
    Change vs previous 13F +1,379 shares

    2.19% of the 13F portfolio, value $17,208,539.

    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 106,444 shares
    Change vs previous 13F -164,630 shares

    1.95% of the 13F portfolio, value $13,515,558.

    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 271,074 shares
    Change vs previous 13F +2,481 shares

    5.34% of the 13F portfolio, value $38,527,573.

    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 268,593 shares
    Change vs previous 13F +5,417 shares

    5.34% of the 13F portfolio, value $37,901,169.

    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 263,176 shares
    Change vs previous 13F +819 shares

    5.44% of the 13F portfolio, value $35,920,956.

    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 262,357 shares
    Change vs previous 13F +68,853 shares

    5.21% of the 13F portfolio, value $31,726,876.

    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 193,504 shares
    Change vs previous 13F +1,270 shares

    3.87% of the 13F portfolio, value $24,180,217.

    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 192,234 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $23,923,551.

    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).