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Disclosery

Tortoise Investment Management, LLC: SPDW position timeline

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

Tortoise Investment Management, LLC held 284,576 SPDW 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 284,576 shares
    Change vs previous 13F +7,664 shares

    1.07% of the 13F portfolio, value $14,339,783.

    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 276,912 shares
    Change vs previous 13F +6,621 shares

    1.04% of the 13F portfolio, value $12,641,021.

    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 270,291 shares
    Change vs previous 13F +24,010 shares

    1.05% of the 13F portfolio, value $12,003,618.

    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 246,281 shares
    Change vs previous 13F +14,688 shares

    0.94% of the 13F portfolio, value $10,538,351.

    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 231,593 shares
    Change vs previous 13F -2,135 shares

    0.89% of the 13F portfolio, value $9,377,200.

    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 233,728 shares
    Change vs previous 13F +12,916 shares

    0.89% of the 13F portfolio, value $8,510,050.

    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 220,812 shares
    Change vs previous 13F +23,340 shares

    0.8% of the 13F portfolio, value $7,536,321.

    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 197,472 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,417,056.

    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).