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Tortoise Investment Management, LLC: DFAI position timeline

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

Tortoise Investment Management, LLC held 310,076 DFAI 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 310,076 shares
    Change vs previous 13F +1,501 shares

    0.95% of the 13F portfolio, value $12,790,635.

    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 308,575 shares
    Change vs previous 13F +18,613 shares

    0.99% of the 13F portfolio, value $12,022,078.

    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 289,962 shares
    Change vs previous 13F +1,711 shares

    0.97% of the 13F portfolio, value $11,050,443.

    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 288,251 shares
    Change vs previous 13F +11,123 shares

    0.93% of the 13F portfolio, value $10,477,915.

    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 277,128 shares
    Change vs previous 13F +14,092 shares

    0.91% of the 13F portfolio, value $9,580,315.

    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 263,036 shares
    Change vs previous 13F +19,691 shares

    0.86% of the 13F portfolio, value $8,214,627.

    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 243,345 shares
    Change vs previous 13F +33,839 shares

    0.75% of the 13F portfolio, value $7,105,668.

    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 209,506 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,658,108.

    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).