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Disclosery

Tortoise Investment Management, LLC: SGOV position timeline

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

Tortoise Investment Management, LLC held 262,915 SGOV 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 262,915 shares
    Change vs previous 13F -25,835 shares

    1.97% of the 13F portfolio, value $26,467,674.

    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 288,750 shares
    Change vs previous 13F +3,039 shares

    2.4% of the 13F portfolio, value $29,065,609.

    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 285,711 shares
    Change vs previous 13F -25,836 shares

    2.52% of the 13F portfolio, value $28,679,695.

    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 311,547 shares
    Change vs previous 13F -19,476 shares

    2.79% of the 13F portfolio, value $31,372,779.

    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 331,023 shares
    Change vs previous 13F +9,230 shares

    3.18% of the 13F portfolio, value $33,330,720.

    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 321,793 shares
    Change vs previous 13F +41,334 shares

    3.37% of the 13F portfolio, value $32,394,901.

    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 280,459 shares
    Change vs previous 13F -24,036 shares

    2.97% of the 13F portfolio, value $28,135,647.

    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 304,495 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $30,668,736.

    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).