Turtle Creek Wealth Advisors, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on IJH, newest first. How the timeline and the estimate are built.
Turtle Creek Wealth Advisors, LLC held 412,137 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 412,137 sharesChange vs previous 13F +84,555 shares
1.68% of the 13F portfolio, value $31,766,074.
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 327,582 sharesChange vs previous 13F +46,678 shares
1.67% of the 13F portfolio, value $22,121,586.
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 280,904 sharesChange vs previous 13F +15,399 shares
1.46% of the 13F portfolio, value $18,540,137.
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 265,505 sharesChange vs previous 13F +13 shares
1.55% of the 13F portfolio, value $17,326,853.
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 265,492 sharesChange vs previous 13F +905 shares
1.94% of the 13F portfolio, value $16,465,803.
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 264,587 sharesChange vs previous 13F +36,995 shares
2.3% of the 13F portfolio, value $15,438,649.
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 227,592 sharesChange vs previous 13F +17,704 shares
3.27% of the 13F portfolio, value $14,181,263.
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 209,888 sharesChange vs previous 13F not available
2.62% of the 13F portfolio, value $13,080,215.
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).