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Disclosery

Tortoise Investment Management, LLC: PZA position timeline

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

Tortoise Investment Management, LLC held 265,440 PZA 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 265,440 shares
    Change vs previous 13F -2,396 shares

    0.47% of the 13F portfolio, value $6,243,149.

    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 267,836 shares
    Change vs previous 13F +9,279 shares

    0.51% of the 13F portfolio, value $6,154,871.

    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 258,557 shares
    Change vs previous 13F -5,925 shares

    0.53% of the 13F portfolio, value $5,995,937.

    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 264,482 shares
    Change vs previous 13F -17,623 shares

    0.54% of the 13F portfolio, value $6,106,889.

    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 282,105 shares
    Change vs previous 13F +148,890 shares

    0.6% of the 13F portfolio, value $6,316,331.

    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 133,215 shares
    Change vs previous 13F +2,534 shares

    0.32% of the 13F portfolio, value $3,069,274.

    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 130,681 shares
    Change vs previous 13F -815 shares

    0.33% of the 13F portfolio, value $3,085,378.

    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 131,496 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,175,628.

    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).