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Tortoise Investment Management, LLC: ITOT position timeline

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

Tortoise Investment Management, LLC held 116,376 ITOT 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 116,376 shares
    Change vs previous 13F +1,033 shares

    1.42% of the 13F portfolio, value $19,117,052.

    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 115,343 shares
    Change vs previous 13F -3,868 shares

    1.36% of the 13F portfolio, value $16,428,274.

    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 119,211 shares
    Change vs previous 13F -9,042 shares

    1.56% of the 13F portfolio, value $17,725,453.

    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 128,253 shares
    Change vs previous 13F -3,944 shares

    1.66% of the 13F portfolio, value $18,680,065.

    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 132,197 shares
    Change vs previous 13F +2,635 shares

    1.7% of the 13F portfolio, value $17,851,898.

    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 129,562 shares
    Change vs previous 13F -6,612 shares

    1.65% of the 13F portfolio, value $15,807,873.

    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 136,174 shares
    Change vs previous 13F -9,686 shares

    1.85% of the 13F portfolio, value $17,514,732.

    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 145,860 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $18,322,947.

    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).