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Disclosery

Tortoise Investment Management, LLC: BOXX position timeline

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

Tortoise Investment Management, LLC held 152,407 BOXX 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 152,407 shares
    Change vs previous 13F +7,591 shares

    1.33% of the 13F portfolio, value $17,845,336.

    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 144,816 shares
    Change vs previous 13F +19,480 shares

    1.39% of the 13F portfolio, value $16,840,653.

    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 125,336 shares
    Change vs previous 13F -11,120 shares

    1.27% of the 13F portfolio, value $14,426,174.

    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 136,456 shares
    Change vs previous 13F -2,380 shares

    1.38% of the 13F portfolio, value $15,536,880.

    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 138,836 shares
    Change vs previous 13F +13,355 shares

    1.49% of the 13F portfolio, value $15,644,040.

    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 125,481 shares
    Change vs previous 13F +29,615 shares

    1.46% of the 13F portfolio, value $13,989,877.

    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 95,866 shares
    Change vs previous 13F +7,955 shares

    1.12% of the 13F portfolio, value $10,572,102.

    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 87,911 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $9,576,145.

    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).