Skip to content
Disclosery

Turtle Creek Wealth Advisors, LLC: TXN position timeline

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

Turtle Creek Wealth Advisors, LLC held 38,659 TXN 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 38,659 shares
    Change vs previous 13F +2,001 shares

    0.61% of the 13F portfolio, value $11,522,320.

    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 36,658 shares
    Change vs previous 13F +934 shares

    0.54% of the 13F portfolio, value $7,116,784.

    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 35,724 shares
    Change vs previous 13F -2,662 shares

    0.49% of the 13F portfolio, value $6,197,757.

    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 38,386 shares
    Change vs previous 13F +5,164 shares

    0.63% of the 13F portfolio, value $7,052,660.

    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 33,222 shares
    Change vs previous 13F -7,596 shares

    0.81% of the 13F portfolio, value $6,897,552.

    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 40,818 shares
    Change vs previous 13F +40,818 shares

    1.09% of the 13F portfolio, value $7,334,995.

    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).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,755 shares

    13F-HR 0001398344-25-000985 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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,755 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $569,100.

    13F-HR 0001398344-24-020140 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).