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Garrett Wealth Advisory Group, LLC: SPMD position timeline

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

Garrett Wealth Advisory Group, LLC held 11,652 SPMD 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 11,652 shares
    Change vs previous 13F +469 shares

    0.12% of the 13F portfolio, value $787,185.

    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 11,183 shares
    Change vs previous 13F +2,666 shares

    0.12% of the 13F portfolio, value $662,268.

    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 8,517 shares
    Change vs previous 13F +325 shares

    0.09% of the 13F portfolio, value $493,232.

    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 8,192 shares
    Change vs previous 13F +514 shares

    0.09% of the 13F portfolio, value $468,475.

    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 7,678 shares
    Change vs previous 13F +558 shares

    0.09% of the 13F portfolio, value $417,523.

    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 7,120 shares
    Change vs previous 13F +513 shares

    0.08% of the 13F portfolio, value $364,406.

    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 6,607 shares
    Change vs previous 13F -366 shares

    0.08% of the 13F portfolio, value $361,312.

    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 6,973 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $381,260.

    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).