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Garrett Wealth Advisory Group, LLC: EPS position timeline

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

Garrett Wealth Advisory Group, LLC held 752,712 EPS 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 752,712 shares
    Change vs previous 13F +2,679 shares

    9% of the 13F portfolio, value $58,553,446.

    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 750,033 shares
    Change vs previous 13F -73,195 shares

    9.09% of the 13F portfolio, value $51,084,714.

    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 823,228 shares
    Change vs previous 13F +16,420 shares

    11.02% of the 13F portfolio, value $58,333,921.

    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 806,808 shares
    Change vs previous 13F +14,348 shares

    10.84% of the 13F portfolio, value $55,621,363.

    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 792,460 shares
    Change vs previous 13F +13,877 shares

    10.73% of the 13F portfolio, value $50,725,389.

    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 778,583 shares
    Change vs previous 13F +34,349 shares

    10.32% of the 13F portfolio, value $46,154,387.

    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 744,234 shares
    Change vs previous 13F +58,320 shares

    10.36% of the 13F portfolio, value $45,532,226.

    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 685,914 shares
    Change vs previous 13F not available

    10.17% of the 13F portfolio, value $41,182,261.

    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).