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Garrett Wealth Advisory Group, LLC: USMV position timeline

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

Garrett Wealth Advisory Group, LLC held 107,404 USMV 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 107,404 shares
    Change vs previous 13F -1,914 shares

    1.59% of the 13F portfolio, value $10,360,185.

    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 109,318 shares
    Change vs previous 13F -2,775 shares

    1.8% of the 13F portfolio, value $10,138,106.

    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 112,093 shares
    Change vs previous 13F -2,446 shares

    1.99% of the 13F portfolio, value $10,554,693.

    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 114,539 shares
    Change vs previous 13F -1,001 shares

    2.12% of the 13F portfolio, value $10,897,230.

    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 115,540 shares
    Change vs previous 13F -1,993 shares

    2.29% of the 13F portfolio, value $10,845,693.

    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 117,533 shares
    Change vs previous 13F -1,453 shares

    2.46% of the 13F portfolio, value $11,008,175.

    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 118,986 shares
    Change vs previous 13F -831 shares

    2.4% of the 13F portfolio, value $10,564,719.

    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 119,817 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $10,940,478.

    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).