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Garrett Wealth Advisory Group, LLC: SPSM position timeline

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

Garrett Wealth Advisory Group, LLC held 461,770 SPSM 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 461,770 shares
    Change vs previous 13F +4,436 shares

    4.09% of the 13F portfolio, value $26,630,289.

    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 457,334 shares
    Change vs previous 13F -7,391 shares

    3.93% of the 13F portfolio, value $22,098,388.

    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 464,725 shares
    Change vs previous 13F +12,840 shares

    4.12% of the 13F portfolio, value $21,777,037.

    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 451,885 shares
    Change vs previous 13F +11,968 shares

    4.08% of the 13F portfolio, value $20,931,334.

    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 439,917 shares
    Change vs previous 13F -30,962 shares

    3.97% of the 13F portfolio, value $18,740,457.

    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 470,879 shares
    Change vs previous 13F +24,553 shares

    4.29% of the 13F portfolio, value $19,193,050.

    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 446,326 shares
    Change vs previous 13F +38,887 shares

    4.56% of the 13F portfolio, value $20,048,950.

    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 407,439 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $18,542,540.

    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).