Turtle Creek Wealth Advisors, LLC: MCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on MCO, newest first. How the timeline and the estimate are built.
Turtle Creek Wealth Advisors, LLC held 1,128 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 1,128 sharesChange vs previous 13F -9 shares
0.03% of the 13F portfolio, value $510,894.
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 1,137 sharesChange vs previous 13F +94 shares
0.04% of the 13F portfolio, value $496,016.
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 1,043 sharesChange vs previous 13F +164 shares
0.04% of the 13F portfolio, value $532,817.
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 879 sharesChange vs previous 13F +463 shares
0.04% of the 13F portfolio, value $418,871.
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 416 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $208,661.
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).