Turtle Creek Trust Company, LTA has submitted its latest 13F-NT filing, which is crucial for understanding its investment strategies and holdings. The report covers the period ending September 30, 2026, and highlights the company's commitment to regulatory compliance and transparency in the investment management industry.

Background

Turtle Creek Trust Company, LTA is based in Dallas, Texas, and is categorized as an investment management entity. The company has been actively filing reports with the SEC, with its most recent submissions including various 13F-NT forms. The firm operates under the Central Index Key (CIK) 0001484052.

What the Filing Says

The filing states that it is a 13F Notice, with the report period specified as September 30, 2026. Chief Compliance Officer Sarah Heimbach Wood signed off on the document, affirming the company's adherence to SEC regulations.

Impact

This filing may affect stakeholders and investors who follow Turtle Creek Trust Company, LTA and its investment strategies. Additionally, the filing provides insights that may influence competitors in the investment management sector.

What's Next

The filing does not say what happens next.

Company Information

Turtle Creek Trust Company, LTA is incorporated in Texas and operates under the Employer Identification Number (EIN) 271371771. The firm is located at 3838 Oak Lawn Avenue, Suite 1650, Dallas, TX 75219, and can be reached at the business phone number 214-468-0104.

Related Entities

The filing also mentions TCTC Holdings, LLC, which is listed as another manager with a Central Index Key (CIK) of 0001483870 and a corresponding 13F file number of 028-13830. This indicates that Turtle Creek Trust Company, LTA may collaborate or share investment strategies with this related entity.

Filing Details

This 13F-NT filing was submitted on November 2, 2026, and pertains to the reporting period ending on September 30, 2026. The filing is categorized under the SEC Act of 1934 and is part of the regulatory requirements for investment managers.

Signature and Compliance

The document was signed by Sarah Heimbach Wood, who holds the title of Chief Compliance Officer. Her contact number is provided as 214-382-4811, reinforcing the firm's commitment to transparency and accessibility in compliance matters.

Omitted Information

The filing does not provide specific details regarding the investment holdings or strategies employed by Turtle Creek Trust Company, LTA during the reporting period, nor does it disclose any changes in management or significant financial events that may impact the firm's operations.