Skip to content
Disclosery

Garrett Wealth Advisory Group, LLC: PEP position timeline

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

Garrett Wealth Advisory Group, LLC held 6,662 PEP 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 6,662 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $902,098.

    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 6,656 shares
    Change vs previous 13F +349 shares

    0.18% of the 13F portfolio, value $1,033,683.

    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 6,307 shares
    Change vs previous 13F -50 shares

    0.17% of the 13F portfolio, value $905,223.

    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 6,357 shares
    Change vs previous 13F -1,525 shares

    0.17% of the 13F portfolio, value $892,819.

    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 7,882 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $1,040,758.

    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 7,880 shares
    Change vs previous 13F +158 shares

    0.26% of the 13F portfolio, value $1,181,512.

    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 7,722 shares
    Change vs previous 13F -58 shares

    0.27% of the 13F portfolio, value $1,174,228.

    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 7,780 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,323,015.

    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).