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Turtle Creek Wealth Advisors, LLC

SEC CIK
0002007171
Latest filing
Jul 27, 2026

SM holding history

SM Energy Co in every 13F filed by Turtle Creek Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SM overviewAll 13F holders of SMFull Q2 2026 holdings

Shares (Q2 2026)
190,959
Value
$4.98M
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of SM by Turtle Creek Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026190,959$4.98M0.3%+190,959NewHolders