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Disclosery

Tortoise Investment Management, LLC: DFSD position timeline

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

Tortoise Investment Management, LLC held 0 DFSD shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -124,188 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 124,188 shares
    Change vs previous 13F +11,432 shares

    0.52% of the 13F portfolio, value $5,954,831.

    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).

  3. period ended2025-09-30
    13F 112,756 shares
    Change vs previous 13F +2,458 shares

    0.48% of the 13F portfolio, value $5,433,730.

    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).

  4. period ended2025-06-30
    13F 110,298 shares
    Change vs previous 13F -34,276 shares

    0.51% of the 13F portfolio, value $5,295,387.

    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).

  5. period ended2025-03-31
    13F/A 144,574 shares
    Change vs previous 13F -378 shares

    0.72% of the 13F portfolio, value $6,870,138.

    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).

  6. period ended2024-12-31
    13F/A 144,952 shares
    Change vs previous 13F -47,167 shares

    0.72% of the 13F portfolio, value $6,795,351.

    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).

  7. period ended2024-09-30
    13F/A 192,119 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $9,171,783.

    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).