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Tortoise Investment Management, LLC: DFAU position timeline

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

Tortoise Investment Management, LLC held 404,352 DFAU 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 404,352 shares
    Change vs previous 13F +3,228 shares

    1.56% of the 13F portfolio, value $20,900,942.

    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 401,124 shares
    Change vs previous 13F +33,082 shares

    1.49% of the 13F portfolio, value $18,098,706.

    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 368,042 shares
    Change vs previous 13F +676 shares

    1.51% of the 13F portfolio, value $17,224,354.

    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 367,366 shares
    Change vs previous 13F -14,835 shares

    1.5% of the 13F portfolio, value $16,810,670.

    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 382,201 shares
    Change vs previous 13F -20,065 shares

    1.54% of the 13F portfolio, value $16,190,047.

    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 402,266 shares
    Change vs previous 13F +2,850 shares

    1.61% of the 13F portfolio, value $15,463,121.

    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 399,416 shares
    Change vs previous 13F +9,803 shares

    1.71% of the 13F portfolio, value $16,172,355.

    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 389,613 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $15,463,744.

    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).