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Disclosery

TURTLE CREEK ASSET MANAGEMENT INC.: WFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TURTLE CREEK ASSET MANAGEMENT INC. on WFG, newest first. How the timeline and the estimate are built.

TURTLE CREEK ASSET MANAGEMENT INC. held 5,750 WFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,750 shares
    Change vs previous 13F -8,000 shares

    0.02% of the 13F portfolio, value $389,218.

    13F-HR 0001193125-26-350256 filed by TURTLE CREEK ASSET MANAGEMENT INC.
    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/A 13,750 shares
    Change vs previous 13F -1,700 shares

    0.03% of the 13F portfolio, value $897,738.

    13F-HR/A 0001193125-26-230412 filed by TURTLE CREEK ASSET MANAGEMENT INC.
    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 15,450 shares
    Change vs previous 13F -1,900 shares

    0.04% of the 13F portfolio, value $944,150.

    13F-HR 0001193125-26-049757 filed by TURTLE CREEK ASSET MANAGEMENT INC.
    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 17,350 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $1,179,453.

    13F-HR 0001193125-25-281378 filed by TURTLE CREEK ASSET MANAGEMENT INC.
    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 17,250 shares
    Change vs previous 13F +1,200 shares

    0.04% of the 13F portfolio, value $1,264,425.

    13F-HR 0000950123-25-007962 filed by TURTLE CREEK ASSET MANAGEMENT INC.
    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 16,050 shares
    Change vs previous 13F -2,300 shares

    0.03% of the 13F portfolio, value $1,234,887.

    13F-HR 0000950123-25-005402 filed by TURTLE CREEK ASSET MANAGEMENT INC.
    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 18,350 shares
    Change vs previous 13F -800 shares

    0.04% of the 13F portfolio, value $1,588,193.

    13F-HR 0000950123-25-002213 filed by TURTLE CREEK ASSET MANAGEMENT INC.
    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 19,150 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,864,444.

    13F-HR 0000950123-24-011443 filed by TURTLE CREEK ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).