Turtle Creek Wealth Advisors, LLC: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on EPD, newest first. How the timeline and the estimate are built.
Turtle Creek Wealth Advisors, LLC held 430,166 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 430,166 sharesChange vs previous 13F +18,385 shares
0.83% of the 13F portfolio, value $15,812,902.
13F-HR 0001398344-26-012789 filed by Turtle Creek Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 411,781 sharesChange vs previous 13F +1,200 shares
1.18% of the 13F portfolio, value $15,581,793.
13F-HR 0001398344-26-007299 filed by Turtle Creek Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 410,581 sharesChange vs previous 13F +26,752 shares
1.04% of the 13F portfolio, value $13,163,227.
13F-HR 0001398344-26-001480 filed by Turtle Creek Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 383,829 sharesChange vs previous 13F +230,134 shares
1.07% of the 13F portfolio, value $12,002,333.
13F-HR 0001398344-25-019966 filed by Turtle Creek Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 153,695 sharesChange vs previous 13F +56,112 shares
0.56% of the 13F portfolio, value $4,766,082.
13F-HR 0001398344-25-013899 filed by Turtle Creek Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 97,583 sharesChange vs previous 13F +68,606 shares
0.5% of the 13F portfolio, value $3,331,484.
13F-HR 0001398344-25-008448 filed by Turtle Creek Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,977 sharesChange vs previous 13F +507 shares
0.21% of the 13F portfolio, value $908,719.
13F-HR 0001398344-25-000985 filed by Turtle Creek Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,470 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $828,762.
13F-HR 0001398344-24-020140 filed by Turtle Creek Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).