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Disclosery

Tortoise Investment Management, LLC: IVV position timeline

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

Tortoise Investment Management, LLC held 142,937 IVV 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 142,937 shares
    Change vs previous 13F -2,363 shares

    7.98% of the 13F portfolio, value $107,044,002.

    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 145,300 shares
    Change vs previous 13F -1,703 shares

    7.84% of the 13F portfolio, value $94,911,238.

    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 147,003 shares
    Change vs previous 13F -4,601 shares

    8.84% of the 13F portfolio, value $100,687,955.

    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 151,604 shares
    Change vs previous 13F +2,094 shares

    9.04% of the 13F portfolio, value $101,468,852.

    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 149,510 shares
    Change vs previous 13F +424 shares

    8.85% of the 13F portfolio, value $92,830,639.

    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 149,086 shares
    Change vs previous 13F -884 shares

    8.72% of the 13F portfolio, value $83,771,496.

    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 149,970 shares
    Change vs previous 13F -2,313 shares

    9.32% of the 13F portfolio, value $88,284,346.

    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 152,283 shares
    Change vs previous 13F not available

    9.18% of the 13F portfolio, value $87,840,067.

    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).