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Disclosery

Tortoise Investment Management, LLC: IUSV position timeline

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

Tortoise Investment Management, LLC held 100,080 IUSV 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 100,080 shares
    Change vs previous 13F -1,234 shares

    0.82% of the 13F portfolio, value $11,023,812.

    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 101,314 shares
    Change vs previous 13F -2,397 shares

    0.86% of the 13F portfolio, value $10,359,305.

    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 103,711 shares
    Change vs previous 13F -3,058 shares

    0.93% of the 13F portfolio, value $10,634,526.

    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 106,769 shares
    Change vs previous 13F -7,596 shares

    0.95% of the 13F portfolio, value $10,671,562.

    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 114,365 shares
    Change vs previous 13F -6,051 shares

    1.03% of the 13F portfolio, value $10,822,360.

    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 120,416 shares
    Change vs previous 13F -17,108 shares

    1.16% of the 13F portfolio, value $11,113,193.

    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 137,524 shares
    Change vs previous 13F -3,199 shares

    1.34% of the 13F portfolio, value $12,733,347.

    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 140,723 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $13,437,639.

    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).