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Tortoise Investment Management, LLC: EWX position timeline

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

Tortoise Investment Management, LLC held 49,974 EWX 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 49,974 shares
    Change vs previous 13F -1,489 shares

    0.28% of the 13F portfolio, value $3,713,328.

    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 51,463 shares
    Change vs previous 13F -10,215 shares

    0.28% of the 13F portfolio, value $3,402,734.

    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 61,678 shares
    Change vs previous 13F -885 shares

    0.36% of the 13F portfolio, value $4,049,543.

    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 62,563 shares
    Change vs previous 13F -110 shares

    0.37% of the 13F portfolio, value $4,209,864.

    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 62,673 shares
    Change vs previous 13F -1,420 shares

    0.37% of the 13F portfolio, value $3,887,606.

    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 64,093 shares
    Change vs previous 13F +880 shares

    0.38% of the 13F portfolio, value $3,629,587.

    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 63,213 shares
    Change vs previous 13F +635 shares

    0.39% of the 13F portfolio, value $3,704,914.

    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 62,578 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,903,616.

    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).