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Portus Wealth Advisors, LLC: GRNY position timeline

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

Portus Wealth Advisors, LLC held 261,287 GRNY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 261,287 shares
    Change vs previous 13F -3,913 shares

    5.98% of the 13F portfolio, value $7,271,606.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 265,200 shares
    Change vs previous 13F +4,221 shares

    6.04% of the 13F portfolio, value $7,332,789.

    13F-HR 0002097516-26-000006 filed by Portus 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 ended2026-03-31
    13F 260,979 shares
    Change vs previous 13F +673 shares

    5.87% of the 13F portfolio, value $6,229,572.

    13F-HR 0002097516-26-000005 filed by Portus 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 ended2025-12-31
    13F 260,306 shares
    Change vs previous 13F +5,451 shares

    6.08% of the 13F portfolio, value $6,445,180.

    13F-HR 0002097516-26-000001 filed by Portus 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 ended2025-09-30
    13F 254,855 shares
    Change vs previous 13F not available

    6.35% of the 13F portfolio, value $6,368,817.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).