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Garrett Wealth Advisory Group, LLC: SPDW position timeline

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

Garrett Wealth Advisory Group, LLC held 806,030 SPDW 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 806,030 shares
    Change vs previous 13F +12,754 shares

    6.24% of the 13F portfolio, value $40,615,849.

    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 793,276 shares
    Change vs previous 13F -18,073 shares

    6.44% of the 13F portfolio, value $36,213,071.

    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 811,349 shares
    Change vs previous 13F +19,183 shares

    6.81% of the 13F portfolio, value $36,032,001.

    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 792,166 shares
    Change vs previous 13F +21,236 shares

    6.61% of the 13F portfolio, value $33,896,800.

    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 770,930 shares
    Change vs previous 13F +16,699 shares

    6.6% of the 13F portfolio, value $31,214,960.

    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 754,231 shares
    Change vs previous 13F +47,498 shares

    6.14% of the 13F portfolio, value $27,461,567.

    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 706,733 shares
    Change vs previous 13F +92,151 shares

    5.49% of the 13F portfolio, value $24,120,825.

    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 614,582 shares
    Change vs previous 13F not available

    5.7% of the 13F portfolio, value $23,083,688.

    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).