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Garrett Wealth Advisory Group, LLC: PRF position timeline

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

Garrett Wealth Advisory Group, LLC held 805,225 PRF 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 805,225 shares
    Change vs previous 13F +9,187 shares

    6.69% of the 13F portfolio, value $43,506,325.

    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 796,038 shares
    Change vs previous 13F -14,006 shares

    6.73% of the 13F portfolio, value $37,835,706.

    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 810,044 shares
    Change vs previous 13F +20,807 shares

    7.18% of the 13F portfolio, value $38,007,258.

    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 789,237 shares
    Change vs previous 13F +13,356 shares

    6.95% of the 13F portfolio, value $35,681,404.

    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 775,881 shares
    Change vs previous 13F +37,437 shares

    6.94% of the 13F portfolio, value $32,796,481.

    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 738,444 shares
    Change vs previous 13F +38,954 shares

    6.67% of the 13F portfolio, value $29,840,541.

    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 699,490 shares
    Change vs previous 13F +73,935 shares

    6.42% of the 13F portfolio, value $28,217,432.

    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 625,555 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $25,416,313.

    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).