Turtle Creek Wealth Advisors, LLC: WM position timeline

Turtle Creek Wealth Advisors, LLC held 3,774 WM 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 3,774 shares

   Change vs previous 13F +1,684 shares

   0.04% of the 13F portfolio, value $841,221.

   13F-HR 0001398344-26-012789 filed by Turtle Creek Wealth Advisors, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,090 shares

   Change vs previous 13F +508 shares

   0.04% of the 13F portfolio, value $480,261.

   13F-HR 0001398344-26-007299 filed by Turtle Creek Wealth Advisors, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,582 shares

   Change vs previous 13F +346 shares

   0.03% of the 13F portfolio, value $347,581.

   13F-HR 0001398344-26-001480 filed by Turtle Creek Wealth Advisors, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,236 shares

   Change vs previous 13F +39 shares

   0.02% of the 13F portfolio, value $272,946.

   13F-HR 0001398344-25-019966 filed by Turtle Creek Wealth Advisors, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,197 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $273,898.

   13F-HR 0001398344-25-013899 filed by Turtle Creek Wealth Advisors, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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