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Gratus Wealth Advisors, LLC: XSMO position timeline

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

Gratus Wealth Advisors, LLC held 527,440 XSMO 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 527,440 shares
    Change vs previous 13F +7,187 shares

    6.29% of the 13F portfolio, value $49,384,222.

    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 520,253 shares
    Change vs previous 13F +29,366 shares

    5.72% of the 13F portfolio, value $39,549,617.

    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 490,887 shares
    Change vs previous 13F +4,110 shares

    4.9% of the 13F portfolio, value $35,348,802.

    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 486,777 shares
    Change vs previous 13F +9,442 shares

    5.04% of the 13F portfolio, value $35,812,214.

    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 477,335 shares
    Change vs previous 13F +1,953 shares

    4.92% of the 13F portfolio, value $32,468,327.

    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 475,382 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $29,830,221.

    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).