Turtle Creek Wealth Advisors, LLC: EW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on EW, newest first. How the timeline and the estimate are built.
Turtle Creek Wealth Advisors, LLC held 4,740 EW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 4,740 sharesChange vs previous 13F +292 shares
0.02% of the 13F portfolio, value $428,780.
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 4,448 sharesChange vs previous 13F +589 shares
0.03% of the 13F portfolio, value $356,196.
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 3,859 sharesChange vs previous 13F +197 shares
0.03% of the 13F portfolio, value $328,980.
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 3,662 sharesChange vs previous 13F +898 shares
0.03% of the 13F portfolio, value $284,794.
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 2,764 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $216,172.
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).