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Turtle Creek Wealth Advisors, LLC: BLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on BLK, newest first. How the timeline and the estimate are built.

Turtle Creek Wealth Advisors, LLC held 18,786 BLK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,786 shares
    Change vs previous 13F +2,074 shares

    0.95% of the 13F portfolio, value $18,063,449.

    13F-HR 0001398344-26-012789 filed by Turtle Creek Wealth Advisors, 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 16,712 shares
    Change vs previous 13F +1,210 shares

    1.21% of the 13F portfolio, value $16,072,215.

    13F-HR 0001398344-26-007299 filed by Turtle Creek Wealth Advisors, 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 15,502 shares
    Change vs previous 13F +1,224 shares

    1.31% of the 13F portfolio, value $16,592,044.

    13F-HR 0001398344-26-001480 filed by Turtle Creek Wealth Advisors, 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 14,278 shares
    Change vs previous 13F +2,195 shares

    1.49% of the 13F portfolio, value $16,645,950.

    13F-HR 0001398344-25-019966 filed by Turtle Creek Wealth Advisors, 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 12,083 shares
    Change vs previous 13F +1,382 shares

    1.5% of the 13F portfolio, value $12,678,010.

    13F-HR 0001398344-25-013899 filed by Turtle Creek Wealth Advisors, 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 10,701 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $10,128,282.

    13F-HR 0001398344-25-008448 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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