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Tortoise Investment Management, LLC: AVUV position timeline

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

Tortoise Investment Management, LLC held 71,494 AVUV 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 71,494 shares
    Change vs previous 13F -1,441 shares

    0.66% of the 13F portfolio, value $8,919,599.

    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 72,935 shares
    Change vs previous 13F +2,181 shares

    0.67% of the 13F portfolio, value $8,057,143.

    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 70,754 shares
    Change vs previous 13F +1,279 shares

    0.63% of the 13F portfolio, value $7,215,447.

    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 69,475 shares
    Change vs previous 13F -2,095 shares

    0.62% of the 13F portfolio, value $6,914,847.

    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 71,570 shares
    Change vs previous 13F +6,725 shares

    0.62% of the 13F portfolio, value $6,520,027.

    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 64,845 shares
    Change vs previous 13F -4,879 shares

    0.59% of the 13F portfolio, value $5,652,539.

    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 69,724 shares
    Change vs previous 13F +1,165 shares

    0.71% of the 13F portfolio, value $6,730,458.

    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 68,559 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,578,236.

    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).