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Turtle Creek Wealth Advisors, LLC: WMT position timeline

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

Turtle Creek Wealth Advisors, LLC held 52,225 WMT 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 52,225 shares
    Change vs previous 13F +2,478 shares

    0.31% of the 13F portfolio, value $5,916,345.

    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 49,747 shares
    Change vs previous 13F +6,041 shares

    0.47% of the 13F portfolio, value $6,182,557.

    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 43,706 shares
    Change vs previous 13F +5,548 shares

    0.38% of the 13F portfolio, value $4,869,285.

    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 38,158 shares
    Change vs previous 13F +19,020 shares

    0.35% of the 13F portfolio, value $3,932,563.

    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 19,138 shares
    Change vs previous 13F +5,875 shares

    0.22% of the 13F portfolio, value $1,871,314.

    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 13,263 shares
    Change vs previous 13F +417 shares

    0.17% of the 13F portfolio, value $1,164,359.

    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 12,846 shares
    Change vs previous 13F +2,287 shares

    0.27% of the 13F portfolio, value $1,160,636.

    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).

  8. period ended2024-09-30
    13F 10,559 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $852,639.

    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).