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Disclosery

Tortoise Investment Management, LLC: JAAA position timeline

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

Tortoise Investment Management, LLC held 0 JAAA shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -152,728 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 152,728 shares
    Change vs previous 13F +148 shares

    0.68% of the 13F portfolio, value $7,724,981.

    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).

  3. period ended2025-09-30
    13F 152,580 shares
    Change vs previous 13F +1,844 shares

    0.69% of the 13F portfolio, value $7,748,038.

    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).

  4. period ended2025-06-30
    13F 150,736 shares
    Change vs previous 13F -12,690 shares

    0.73% of the 13F portfolio, value $7,649,869.

    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).

  5. period ended2025-03-31
    13F/A 163,426 shares
    Change vs previous 13F +13,498 shares

    0.86% of the 13F portfolio, value $8,287,326.

    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).

  6. period ended2024-12-31
    13F/A 149,928 shares
    Change vs previous 13F +74,368 shares

    0.8% of the 13F portfolio, value $7,602,830.

    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).

  7. period ended2024-09-30
    13F/A 75,560 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,844,493.

    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).