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Tortoise Investment Management, LLC: SLYV position timeline

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

Tortoise Investment Management, LLC held 32,052 SLYV 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 32,052 shares
    Change vs previous 13F -200 shares

    0.26% of the 13F portfolio, value $3,497,194.

    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 32,252 shares
    Change vs previous 13F -189 shares

    0.25% of the 13F portfolio, value $3,050,394.

    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 32,441 shares
    Change vs previous 13F -1,427 shares

    0.26% of the 13F portfolio, value $2,951,158.

    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 33,868 shares
    Change vs previous 13F -345 shares

    0.27% of the 13F portfolio, value $3,002,398.

    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 34,213 shares
    Change vs previous 13F -1,661 shares

    0.26% of the 13F portfolio, value $2,728,829.

    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 35,874 shares
    Change vs previous 13F -1,660 shares

    0.29% of the 13F portfolio, value $2,812,522.

    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 37,534 shares
    Change vs previous 13F -1,356 shares

    0.35% of the 13F portfolio, value $3,274,842.

    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 38,890 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,376,430.

    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).