Garrett Wealth Advisory Group, LLC: QUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Garrett Wealth Advisory Group, LLC on QUS, newest first. How the timeline and the estimate are built.
Garrett Wealth Advisory Group, LLC held 53,368 QUS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 53,368 sharesChange vs previous 13F -3,468 shares
1.53% of the 13F portfolio, value $9,972,528.
13F-HR 0001729443-26-000005 filed by Garrett Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,836 sharesChange vs previous 13F -121,710 shares
1.73% of the 13F portfolio, value $9,755,410.
13F-HR 0001729443-26-000003 filed by Garrett Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 178,546 sharesChange vs previous 13F +4,057 shares
5.88% of the 13F portfolio, value $31,099,947.
13F-HR 0001729443-26-000001 filed by Garrett Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 174,489 sharesChange vs previous 13F +3,511 shares
5.82% of the 13F portfolio, value $29,872,490.
13F-HR 0001729443-25-000002 filed by Garrett Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 170,978 sharesChange vs previous 13F -8,158 shares
5.9% of the 13F portfolio, value $27,884,779.
13F-HR 0001085146-25-004843 filed by Garrett Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 179,136 sharesChange vs previous 13F +7,998 shares
6.28% of the 13F portfolio, value $28,068,875.
13F-HR 0001085146-25-002461 filed by Garrett Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 171,138 sharesChange vs previous 13F +15,378 shares
6.03% of the 13F portfolio, value $26,500,665.
13F-HR 0001085146-25-000841 filed by Garrett Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 155,760 sharesChange vs previous 13F not available
6.06% of the 13F portfolio, value $24,539,915.
13F-HR 0001085146-24-005291 filed by Garrett Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).