Skip to content
Disclosery

Garrett Wealth Advisory Group, LLC: SPYG position timeline

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

Garrett Wealth Advisory Group, LLC held 412,059 SPYG 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 412,059 shares
    Change vs previous 13F +3,844 shares

    7.54% of the 13F portfolio, value $49,030,870.

    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 408,215 shares
    Change vs previous 13F +8,304 shares

    7.11% of the 13F portfolio, value $39,968,318.

    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 399,911 shares
    Change vs previous 13F +5,395 shares

    8.06% of the 13F portfolio, value $42,670,586.

    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 394,516 shares
    Change vs previous 13F +5,173 shares

    8.04% of the 13F portfolio, value $41,230,922.

    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 389,343 shares
    Change vs previous 13F -10,036 shares

    7.85% of the 13F portfolio, value $37,112,182.

    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 399,379 shares
    Change vs previous 13F +15,052 shares

    7.18% of the 13F portfolio, value $32,098,099.

    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 384,327 shares
    Change vs previous 13F +24,757 shares

    7.69% of the 13F portfolio, value $33,782,406.

    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 359,570 shares
    Change vs previous 13F not available

    7.37% of the 13F portfolio, value $29,822,778.

    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).