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Turtle Creek Wealth Advisors, LLC: XLY position timeline

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

Turtle Creek Wealth Advisors, LLC held 4,354 XLY 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 4,354 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $510,637.

    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 4,354 shares
    Change vs previous 13F -4,766 shares

    0.04% of the 13F portfolio, value $474,499.

    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 9,120 shares
    Change vs previous 13F +223 shares

    0.09% of the 13F portfolio, value $1,089,019.

    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 8,897 shares
    Change vs previous 13F -355 shares

    0.19% of the 13F portfolio, value $2,132,077.

    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 9,252 shares
    Change vs previous 13F +9,252 shares

    0.24% of the 13F portfolio, value $2,010,737.

    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 0 shares
    Change vs previous 13F -63,575 shares

    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).

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

  7. period ended2024-12-31
    13F 63,575 shares
    Change vs previous 13F +61,338 shares

    3.29% of the 13F portfolio, value $14,263,051.

    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 2,237 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $448,228.

    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).