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Gratus Wealth Advisors, LLC: XLV position timeline

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

Gratus Wealth Advisors, LLC held 7,183 XLV 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 7,183 shares
    Change vs previous 13F -402 shares

    0.15% of the 13F portfolio, value $1,139,655.

    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 7,585 shares
    Change vs previous 13F -78,865 shares

    0.16% of the 13F portfolio, value $1,112,037.

    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 86,450 shares
    Change vs previous 13F +1,133 shares

    1.86% of the 13F portfolio, value $13,382,425.

    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 85,317 shares
    Change vs previous 13F +4,395 shares

    1.67% of the 13F portfolio, value $11,873,627.

    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 80,922 shares
    Change vs previous 13F +1,102 shares

    1.65% of the 13F portfolio, value $10,907,476.

    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 79,820 shares
    Change vs previous 13F -22,694 shares

    1.91% of the 13F portfolio, value $11,654,518.

    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 102,514 shares
    Change vs previous 13F +6,485 shares

    2.26% of the 13F portfolio, value $14,102,851.

    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 96,029 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $14,497,498.

    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).