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Turtle Creek Wealth Advisors, LLC: TT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turtle Creek Wealth Advisors, LLC on TT, newest first. How the timeline and the estimate are built.

Turtle Creek Wealth Advisors, LLC held 23,931 TT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,931 shares
    Change vs previous 13F +679 shares

    0.62% of the 13F portfolio, value $11,753,918.

    13F-HR 0001398344-26-012789 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,252 shares
    Change vs previous 13F +4,639 shares

    0.73% of the 13F portfolio, value $9,690,038.

    13F-HR 0001398344-26-007299 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,613 shares
    Change vs previous 13F +2,715 shares

    0.57% of the 13F portfolio, value $7,244,180.

    13F-HR 0001398344-26-001480 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,898 shares
    Change vs previous 13F +2,097 shares

    0.6% of the 13F portfolio, value $6,708,320.

    13F-HR 0001398344-25-019966 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,801 shares
    Change vs previous 13F +1,570 shares

    0.71% of the 13F portfolio, value $6,036,695.

    13F-HR 0001398344-25-013899 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,231 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,120,869.

    13F-HR 0001398344-25-008448 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).