Turtle Creek Wealth Advisors, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on MO, newest first. How the timeline and the estimate are built.
Turtle Creek Wealth Advisors, LLC held 13,774 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 13,774 sharesChange vs previous 13F +426 shares
0.05% of the 13F portfolio, value $991,099.
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 13,348 sharesChange vs previous 13F +1,917 shares
0.07% of the 13F portfolio, value $880,865.
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 11,431 sharesChange vs previous 13F +563 shares
0.05% of the 13F portfolio, value $659,134.
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 10,868 sharesChange vs previous 13F +6,423 shares
0.06% of the 13F portfolio, value $717,931.
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 4,445 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $260,610.
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).