Skip to content
Disclosery

Garrett Wealth Advisory Group, LLC: QUAL position timeline

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

Garrett Wealth Advisory Group, LLC held 64,522 QUAL 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 64,522 shares
    Change vs previous 13F -562 shares

    2.18% of the 13F portfolio, value $14,157,969.

    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 65,084 shares
    Change vs previous 13F -1,444 shares

    2.22% of the 13F portfolio, value $12,483,821.

    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 66,528 shares
    Change vs previous 13F -1,331 shares

    2.5% of the 13F portfolio, value $13,213,712.

    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 67,859 shares
    Change vs previous 13F -301 shares

    2.57% of the 13F portfolio, value $13,198,660.

    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 68,160 shares
    Change vs previous 13F -405 shares

    2.64% of the 13F portfolio, value $12,461,080.

    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 68,565 shares
    Change vs previous 13F -617 shares

    2.62% of the 13F portfolio, value $11,717,152.

    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 69,182 shares
    Change vs previous 13F -2,046 shares

    2.8% of the 13F portfolio, value $12,319,892.

    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 71,228 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $12,771,233.

    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).