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Garrett Wealth Advisory Group, LLC: CDC position timeline

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

Garrett Wealth Advisory Group, LLC held 107,636 CDC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,636 shares
    Change vs previous 13F -1,985 shares

    1.23% of the 13F portfolio, value $8,004,916.

    13F-HR 0001729443-26-000005 filed by Garrett Wealth Advisory Group, 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 109,621 shares
    Change vs previous 13F -4,722 shares

    1.39% of the 13F portfolio, value $7,830,135.

    13F-HR 0001729443-26-000003 filed by Garrett Wealth Advisory Group, 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 114,343 shares
    Change vs previous 13F -4,202 shares

    1.42% of the 13F portfolio, value $7,534,073.

    13F-HR 0001729443-26-000001 filed by Garrett Wealth Advisory Group, 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 118,545 shares
    Change vs previous 13F -2,698 shares

    1.54% of the 13F portfolio, value $7,911,676.

    13F-HR 0001729443-25-000002 filed by Garrett Wealth Advisory Group, 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 121,243 shares
    Change vs previous 13F -710 shares

    1.63% of the 13F portfolio, value $7,724,421.

    13F-HR 0001085146-25-004843 filed by Garrett Wealth Advisory Group, 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 121,953 shares
    Change vs previous 13F -1,255 shares

    1.79% of the 13F portfolio, value $8,014,778.

    13F-HR 0001085146-25-002461 filed by Garrett Wealth Advisory Group, 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 123,208 shares
    Change vs previous 13F -1,887 shares

    1.75% of the 13F portfolio, value $7,710,386.

    13F-HR 0001085146-25-000841 filed by Garrett Wealth Advisory Group, 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 125,095 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $8,129,934.

    13F-HR 0001085146-24-005291 filed by Garrett Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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