Turtle Creek Wealth Advisors, LLC: OWL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on OWL, newest first. How the timeline and the estimate are built.
Turtle Creek Wealth Advisors, LLC held 128,813 OWL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 128,813 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $1,127,114.
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 128,813 sharesChange vs previous 13F -678,455 shares
0.09% of the 13F portfolio, value $1,176,063.
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 807,268 sharesChange vs previous 13F -265,672 shares
0.95% of the 13F portfolio, value $12,060,584.
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 1,072,940 sharesChange vs previous 13F -25,723 shares
1.62% of the 13F portfolio, value $18,164,874.
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 1,098,663 sharesChange vs previous 13F -5,858 shares
2.49% of the 13F portfolio, value $21,105,316.
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 1,104,521 sharesChange vs previous 13F +328 shares
3.3% of the 13F portfolio, value $22,134,601.
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 1,104,193 sharesChange vs previous 13F +436,822 shares
5.92% of the 13F portfolio, value $25,683,529.
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 667,371 sharesChange vs previous 13F not available
2.59% of the 13F portfolio, value $12,920,303.
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).