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Disclosery

Tortoise Investment Management, LLC: SPYM position timeline

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

Tortoise Investment Management, LLC held 190,204 SPYM 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 190,204 shares
    Change vs previous 13F -5,220 shares

    1.25% of the 13F portfolio, value $16,715,155.

    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 195,424 shares
    Change vs previous 13F +28,027 shares

    1.24% of the 13F portfolio, value $14,957,735.

    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 167,397 shares
    Change vs previous 13F +49,424 shares

    1.18% of the 13F portfolio, value $13,428,593.

    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 117,973 shares
    Change vs previous 13F +11,004 shares

    0.82% of the 13F portfolio, value $9,241,974.

    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 106,969 shares
    Change vs previous 13F +4,979 shares

    0.74% of the 13F portfolio, value $7,775,582.

    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 101,990 shares
    Change vs previous 13F +14,110 shares

    0.7% of the 13F portfolio, value $6,706,856.

    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 87,880 shares
    Change vs previous 13F +20,047 shares

    0.64% of the 13F portfolio, value $6,058,445.

    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 67,833 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,579,407.

    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).