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Disclosery

Tortoise Investment Management, LLC: DFIV position timeline

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

Tortoise Investment Management, LLC held 181,496 DFIV 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 181,496 shares
    Change vs previous 13F +804 shares

    0.73% of the 13F portfolio, value $9,804,397.

    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 180,692 shares
    Change vs previous 13F -894 shares

    0.79% of the 13F portfolio, value $9,536,924.

    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 181,586 shares
    Change vs previous 13F +2,084 shares

    0.8% of the 13F portfolio, value $9,061,141.

    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 179,502 shares
    Change vs previous 13F +1,345 shares

    0.74% of the 13F portfolio, value $8,278,632.

    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 178,157 shares
    Change vs previous 13F +4,155 shares

    0.73% of the 13F portfolio, value $7,630,464.

    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 174,002 shares
    Change vs previous 13F +11,084 shares

    0.71% of the 13F portfolio, value $6,848,719.

    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 162,918 shares
    Change vs previous 13F +32,155 shares

    0.61% of the 13F portfolio, value $5,780,331.

    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 130,763 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,979,455.

    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).