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Gratus Wealth Advisors, LLC: XLK position timeline

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

Gratus Wealth Advisors, LLC held 197,532 XLK 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 197,532 shares
    Change vs previous 13F -2,119 shares

    4.79% of the 13F portfolio, value $37,633,747.

    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 199,651 shares
    Change vs previous 13F -11,462 shares

    3.84% of the 13F portfolio, value $26,533,623.

    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 211,113 shares
    Change vs previous 13F +104,740 shares

    4.21% of the 13F portfolio, value $30,393,993.

    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 106,373 shares
    Change vs previous 13F +1,084 shares

    4.22% of the 13F portfolio, value $29,982,259.

    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 105,289 shares
    Change vs previous 13F +341 shares

    4.04% of the 13F portfolio, value $26,662,333.

    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 104,948 shares
    Change vs previous 13F -21,571 shares

    3.56% of the 13F portfolio, value $21,669,663.

    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 126,519 shares
    Change vs previous 13F +1,782 shares

    4.71% of the 13F portfolio, value $29,418,198.

    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 124,737 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $27,908,656.

    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).