Turtle Creek Wealth Advisors, LLC quarter change: Foreign Preferred Shares, Reduced
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Turtle Creek Wealth Advisors, LLC opened 1 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was BBD (+$41,412); the largest decrease was BBD (+$41,412).
Two Form 13F-HR filings compared (SEC CIK 2007171): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | United States | $1.324B | 396 |
| Wealthquest Corp | United States | $1.324B | 148 |
| MARCO INVESTMENT MANAGEMENT LLC | United States | $1.325B | 232 |
| Hilton Capital Management, LLC | United States | $1.324B | 129 |
| Mantle Ridge LP | United States | $1.326B | 1 |
| SHP Wealth Management | United States | $1.326B | 1,826 |
| Triodos Investment Management BV | Netherlands | $1.322B | 49 |
| Ascentis Independent Advisors | United States | $1.322B | 5,735 |
| MBL Wealth, LLC | United States | $1.321B | 376 |
| China Universal Asset Management Co., Ltd. | China | $1.321B | 502 |