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Disclosery

Tortoise Investment Management, LLC: AVIV position timeline

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

Tortoise Investment Management, LLC held 95,289 AVIV 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 95,289 shares
    Change vs previous 13F +3,999 shares

    0.55% of the 13F portfolio, value $7,377,282.

    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 91,290 shares
    Change vs previous 13F -161 shares

    0.56% of the 13F portfolio, value $6,831,201.

    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 91,451 shares
    Change vs previous 13F -881 shares

    0.57% of the 13F portfolio, value $6,514,085.

    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 92,332 shares
    Change vs previous 13F +983 shares

    0.55% of the 13F portfolio, value $6,226,838.

    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 91,349 shares
    Change vs previous 13F +3,223 shares

    0.54% of the 13F portfolio, value $5,685,118.

    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 88,126 shares
    Change vs previous 13F +4,494 shares

    0.52% of the 13F portfolio, value $4,994,993.

    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 83,632 shares
    Change vs previous 13F +6,395 shares

    0.46% of the 13F portfolio, value $4,340,511.

    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 77,237 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,336,019.

    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).