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Disclosery

Tortoise Investment Management, LLC: AVLV position timeline

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

Tortoise Investment Management, LLC held 36,038 AVLV 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 36,038 shares
    Change vs previous 13F +1,687 shares

    0.24% of the 13F portfolio, value $3,287,026.

    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 34,351 shares
    Change vs previous 13F +2,000 shares

    0.23% of the 13F portfolio, value $2,769,034.

    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 32,351 shares
    Change vs previous 13F -989 shares

    0.22% of the 13F portfolio, value $2,451,235.

    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 33,340 shares
    Change vs previous 13F +900 shares

    0.21% of the 13F portfolio, value $2,409,148.

    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 32,440 shares
    Change vs previous 13F +7,060 shares

    0.21% of the 13F portfolio, value $2,212,732.

    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 25,380 shares
    Change vs previous 13F +2,280 shares

    0.17% of the 13F portfolio, value $1,655,030.

    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 23,100 shares
    Change vs previous 13F -194 shares

    0.16% of the 13F portfolio, value $1,542,387.

    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 23,294 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,533,444.

    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).