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Tortoise Investment Management, LLC: SPSM position timeline

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

Tortoise Investment Management, LLC held 235,466 SPSM 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 235,466 shares
    Change vs previous 13F +14,060 shares

    1.01% of the 13F portfolio, value $13,579,340.

    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 221,406 shares
    Change vs previous 13F +13,714 shares

    0.88% of the 13F portfolio, value $10,698,323.

    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 207,692 shares
    Change vs previous 13F +14,824 shares

    0.85% of the 13F portfolio, value $9,732,466.

    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 192,868 shares
    Change vs previous 13F +6,585 shares

    0.8% of the 13F portfolio, value $8,933,667.

    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 186,283 shares
    Change vs previous 13F +16,592 shares

    0.76% of the 13F portfolio, value $7,935,645.

    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 169,691 shares
    Change vs previous 13F +14,720 shares

    0.72% of the 13F portfolio, value $6,916,612.

    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 154,971 shares
    Change vs previous 13F +15,299 shares

    0.73% of the 13F portfolio, value $6,961,297.

    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 139,672 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,356,473.

    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).