Position in B
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$203,950
-$13,800 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $1,602,849 across 4 Gold names.
All Filings in B
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,950 | 5,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $217,750 | 5,000 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||