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Disclosery

Tortoise Investment Management, LLC: MTBA position timeline

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

Tortoise Investment Management, LLC held 527,409 MTBA 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 527,409 shares
    Change vs previous 13F +12,171 shares

    1.93% of the 13F portfolio, value $25,879,957.

    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 515,238 shares
    Change vs previous 13F +44,543 shares

    2.1% of the 13F portfolio, value $25,483,692.

    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 470,695 shares
    Change vs previous 13F +52,377 shares

    2.08% of the 13F portfolio, value $23,727,747.

    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 418,318 shares
    Change vs previous 13F +74,856 shares

    1.88% of the 13F portfolio, value $21,062,291.

    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 343,462 shares
    Change vs previous 13F +10,961 shares

    1.64% of the 13F portfolio, value $17,204,005.

    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 332,501 shares
    Change vs previous 13F +31,026 shares

    1.74% of the 13F portfolio, value $16,671,584.

    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 301,475 shares
    Change vs previous 13F +37,481 shares

    1.58% of the 13F portfolio, value $14,980,315.

    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 263,994 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $13,590,428.

    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).