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Garrett Wealth Advisory Group, LLC: JHMM position timeline

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

Garrett Wealth Advisory Group, LLC held 572,359 JHMM 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 572,359 shares
    Change vs previous 13F +9,534 shares

    6.6% of the 13F portfolio, value $42,904,008.

    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 562,825 shares
    Change vs previous 13F +3,467 shares

    6.72% of the 13F portfolio, value $37,776,801.

    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 559,358 shares
    Change vs previous 13F +24,681 shares

    6.92% of the 13F portfolio, value $36,626,754.

    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 534,677 shares
    Change vs previous 13F +16,504 shares

    6.74% of the 13F portfolio, value $34,588,257.

    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 518,173 shares
    Change vs previous 13F +29,515 shares

    6.7% of the 13F portfolio, value $31,675,918.

    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 488,658 shares
    Change vs previous 13F +27,583 shares

    6.26% of the 13F portfolio, value $28,000,140.

    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 461,075 shares
    Change vs previous 13F +74,291 shares

    6.27% of the 13F portfolio, value $27,539,980.

    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 386,784 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $23,284,380.

    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).