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Disclosery

Tortoise Investment Management, LLC: CARY position timeline

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

Tortoise Investment Management, LLC held 651,023 CARY 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 651,023 shares
    Change vs previous 13F -11,620 shares

    1.01% of the 13F portfolio, value $13,528,254.

    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 662,643 shares
    Change vs previous 13F +14,698 shares

    1.14% of the 13F portfolio, value $13,765,023.

    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 647,945 shares
    Change vs previous 13F +31,839 shares

    1.19% of the 13F portfolio, value $13,493,769.

    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 616,106 shares
    Change vs previous 13F +16,770 shares

    1.15% of the 13F portfolio, value $12,882,774.

    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 599,336 shares
    Change vs previous 13F +9,685 shares

    1.19% of the 13F portfolio, value $12,466,180.

    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 589,651 shares
    Change vs previous 13F +19,347 shares

    1.27% of the 13F portfolio, value $12,241,165.

    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 570,304 shares
    Change vs previous 13F +12,576 shares

    1.24% of the 13F portfolio, value $11,742,562.

    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 557,728 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $11,818,256.

    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).