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Disclosery

Tortoise Investment Management, LLC: AVES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tortoise Investment Management, LLC on AVES, newest first. How the timeline and the estimate are built.

Tortoise Investment Management, LLC held 67,181 AVES shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,181 shares
    Change vs previous 13F -562 shares

    0.33% of the 13F portfolio, value $4,407,062.

    13F-HR 0001599511-26-000003 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,743 shares
    Change vs previous 13F -960 shares

    0.34% of the 13F portfolio, value $4,063,203.

    13F-HR 0001599511-26-000002 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,703 shares
    Change vs previous 13F -1,806 shares

    0.35% of the 13F portfolio, value $4,006,080.

    13F-HR 0001599511-26-000001 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 70,509 shares
    Change vs previous 13F +590 shares

    0.36% of the 13F portfolio, value $4,045,120.

    13F-HR 0001580642-25-007255 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 69,919 shares
    Change vs previous 13F -1,612 shares

    0.36% of the 13F portfolio, value $3,743,837.

    13F-HR 0001580642-25-005011 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 71,531 shares
    Change vs previous 13F +8,185 shares

    0.35% of the 13F portfolio, value $3,373,403.

    13F-HR/A 0001599511-25-000014 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 63,346 shares
    Change vs previous 13F +6,094 shares

    0.31% of the 13F portfolio, value $2,926,587.

    13F-HR/A 0001599511-25-000013 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 57,252 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,985,119.

    13F-HR/A 0001599511-25-000012 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).