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Tortoise Investment Management, LLC: PZT position timeline

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

Tortoise Investment Management, LLC held 70,547 PZT 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 70,547 shares
    Change vs previous 13F +7,955 shares

    0.12% of the 13F portfolio, value $1,603,858.

    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 62,592 shares
    Change vs previous 13F +9,000 shares

    0.11% of the 13F portfolio, value $1,381,405.

    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 53,592 shares
    Change vs previous 13F +3,500 shares

    0.11% of the 13F portfolio, value $1,195,852.

    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 50,092 shares
    Change vs previous 13F -14,000 shares

    0.1% of the 13F portfolio, value $1,114,096.

    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 64,092 shares
    Change vs previous 13F -11,996 shares

    0.13% of the 13F portfolio, value $1,386,951.

    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 76,088 shares
    Change vs previous 13F -3,245 shares

    0.18% of the 13F portfolio, value $1,681,545.

    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 79,333 shares
    Change vs previous 13F -1,773 shares

    0.19% of the 13F portfolio, value $1,800,859.

    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 81,106 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,893,825.

    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).