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Turtle Creek Wealth Advisors, LLC: XLV position timeline

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

Turtle Creek Wealth Advisors, LLC held 1,750 XLV 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 1,750 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $277,655.

    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 1,895 shares
    Change vs previous 13F -19,391 shares

    0.02% of the 13F portfolio, value $277,826.

    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 21,286 shares
    Change vs previous 13F +9,821 shares

    0.26% of the 13F portfolio, value $3,295,073.

    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 11,465 shares
    Change vs previous 13F +9,770 shares

    0.14% of the 13F portfolio, value $1,595,584.

    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 1,695 shares
    Change vs previous 13F +1,695 shares

    0.03% of the 13F portfolio, value $228,469.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -123,386 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.

  7. period ended2024-09-30
    13F 123,386 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $19,003,912.

    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).