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Disclosery

Tortoise Investment Management, LLC: IJR position timeline

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

Tortoise Investment Management, LLC held 96,204 IJR 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 96,204 shares
    Change vs previous 13F -2,815 shares

    1.06% of the 13F portfolio, value $14,267,948.

    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 99,019 shares
    Change vs previous 13F -277 shares

    1.02% of the 13F portfolio, value $12,309,068.

    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 99,296 shares
    Change vs previous 13F -1,789 shares

    1.05% of the 13F portfolio, value $11,933,336.

    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 101,085 shares
    Change vs previous 13F +1,437 shares

    1.07% of the 13F portfolio, value $12,011,926.

    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 99,648 shares
    Change vs previous 13F -2,367 shares

    1.04% of the 13F portfolio, value $10,890,505.

    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 102,015 shares
    Change vs previous 13F +7,681 shares

    1.11% of the 13F portfolio, value $10,667,714.

    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 94,334 shares
    Change vs previous 13F -534 shares

    1.15% of the 13F portfolio, value $10,869,157.

    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 94,868 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $11,095,735.

    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).