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Disclosery

Tortoise Investment Management, LLC: SCHH position timeline

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

Tortoise Investment Management, LLC held 570,742 SCHH 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 570,742 shares
    Change vs previous 13F +9,435 shares

    1.01% of the 13F portfolio, value $13,515,172.

    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 561,307 shares
    Change vs previous 13F +37,398 shares

    1% of the 13F portfolio, value $12,062,487.

    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 523,909 shares
    Change vs previous 13F +28,602 shares

    0.96% of the 13F portfolio, value $10,944,450.

    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 495,307 shares
    Change vs previous 13F -25,576 shares

    0.95% of the 13F portfolio, value $10,683,769.

    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 520,883 shares
    Change vs previous 13F -15,759 shares

    1.05% of the 13F portfolio, value $11,021,874.

    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 536,642 shares
    Change vs previous 13F +20,226 shares

    1.2% of the 13F portfolio, value $11,543,168.

    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 516,416 shares
    Change vs previous 13F -1,941 shares

    1.15% of the 13F portfolio, value $10,875,722.

    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 518,357 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $12,010,343.

    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).