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Turtle Creek Wealth Advisors, LLC: CME position timeline

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

Turtle Creek Wealth Advisors, LLC held 26,583 CME 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 26,583 shares
    Change vs previous 13F +2,725 shares

    0.31% of the 13F portfolio, value $5,869,698.

    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 23,858 shares
    Change vs previous 13F -344 shares

    0.53% of the 13F portfolio, value $7,046,460.

    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 24,202 shares
    Change vs previous 13F +3,279 shares

    0.52% of the 13F portfolio, value $6,609,082.

    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 20,923 shares
    Change vs previous 13F +1,339 shares

    0.5% of the 13F portfolio, value $5,653,185.

    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 19,584 shares
    Change vs previous 13F +519 shares

    0.64% of the 13F portfolio, value $5,397,742.

    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 19,065 shares
    Change vs previous 13F +19,065 shares

    0.75% of the 13F portfolio, value $5,057,754.

    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).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,058 shares

    13F-HR 0001398344-25-000985 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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,058 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $233,448.

    13F-HR 0001398344-24-020140 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).