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CIK 0002007171 • 7 13F filings • May 1, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("turtle-creek-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001398344-25-019966 |
| $1.12B |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012789 | $1.89B | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013899 | $847.5M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001398344-26-007299 | $1.32B | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008448 | $670.2M | View |