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Tortoise Investment Management, LLC: DFAE position timeline

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

Tortoise Investment Management, LLC held 354,317 DFAE 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 354,317 shares
    Change vs previous 13F +2,983 shares

    1.06% of the 13F portfolio, value $14,247,097.

    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 351,334 shares
    Change vs previous 13F +11,540 shares

    0.98% of the 13F portfolio, value $11,896,177.

    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 339,794 shares
    Change vs previous 13F +8,118 shares

    0.97% of the 13F portfolio, value $11,067,098.

    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 331,676 shares
    Change vs previous 13F +10,266 shares

    0.93% of the 13F portfolio, value $10,457,752.

    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 321,410 shares
    Change vs previous 13F +33,277 shares

    0.89% of the 13F portfolio, value $9,304,822.

    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 288,133 shares
    Change vs previous 13F +37,315 shares

    0.78% of the 13F portfolio, value $7,459,775.

    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 250,818 shares
    Change vs previous 13F +38,234 shares

    0.67% of the 13F portfolio, value $6,363,262.

    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 212,584 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,826,923.

    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).