Skip to content
Disclosery

Gratus Wealth Advisors, LLC: VIG position timeline

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

Gratus Wealth Advisors, LLC held 16,917 VIG 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 16,917 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $4,002,900.

    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 16,917 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $3,638,169.

    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 16,917 shares
    Change vs previous 13F -81 shares

    0.52% of the 13F portfolio, value $3,718,017.

    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 16,998 shares
    Change vs previous 13F +9 shares

    0.52% of the 13F portfolio, value $3,667,998.

    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 16,989 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $3,477,147.

    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 16,989 shares
    Change vs previous 13F -78 shares

    0.54% of the 13F portfolio, value $3,295,704.

    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 17,067 shares
    Change vs previous 13F -1,459 shares

    0.53% of the 13F portfolio, value $3,342,178.

    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 18,526 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,621,493.

    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).