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Tortoise Investment Management, LLC: DFEV position timeline

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

Tortoise Investment Management, LLC held 199,815 DFEV 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 199,815 shares
    Change vs previous 13F -4,123 shares

    0.64% of the 13F portfolio, value $8,525,527.

    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 203,938 shares
    Change vs previous 13F +9,526 shares

    0.6% of the 13F portfolio, value $7,296,884.

    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 194,412 shares
    Change vs previous 13F +4,658 shares

    0.58% of the 13F portfolio, value $6,559,461.

    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 189,754 shares
    Change vs previous 13F +8,120 shares

    0.54% of the 13F portfolio, value $6,051,255.

    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 181,634 shares
    Change vs previous 13F +19,698 shares

    0.52% of the 13F portfolio, value $5,447,204.

    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 161,936 shares
    Change vs previous 13F +26,596 shares

    0.46% of the 13F portfolio, value $4,380,369.

    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 135,340 shares
    Change vs previous 13F +21,482 shares

    0.37% of the 13F portfolio, value $3,547,261.

    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 113,858 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,240,399.

    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).