Turtle Creek Wealth Advisors, LLC: MAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on MAR, newest first. How the timeline and the estimate are built.
Turtle Creek Wealth Advisors, LLC held 4,222 MAR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 4,222 sharesChange vs previous 13F -256 shares
0.08% of the 13F portfolio, value $1,564,631.
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 4,478 sharesChange vs previous 13F +92 shares
0.11% of the 13F portfolio, value $1,464,619.
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 4,386 sharesChange vs previous 13F +841 shares
0.11% of the 13F portfolio, value $1,360,713.
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 3,545 sharesChange vs previous 13F +1,072 shares
0.08% of the 13F portfolio, value $923,260.
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 2,473 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $675,648.
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).