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Tortoise Investment Management, LLC: STIP position timeline

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

Tortoise Investment Management, LLC held 900,987 STIP 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 900,987 shares
    Change vs previous 13F +60,756 shares

    6.86% of the 13F portfolio, value $92,044,847.

    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 840,231 shares
    Change vs previous 13F +273,728 shares

    7.18% of the 13F portfolio, value $86,905,126.

    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 566,503 shares
    Change vs previous 13F +36,733 shares

    5.09% of the 13F portfolio, value $58,004,252.

    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 529,770 shares
    Change vs previous 13F +15,783 shares

    4.88% of the 13F portfolio, value $54,757,071.

    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 513,987 shares
    Change vs previous 13F +21,043 shares

    5.05% of the 13F portfolio, value $52,894,443.

    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 492,944 shares
    Change vs previous 13F +30,291 shares

    5.31% of the 13F portfolio, value $51,004,900.

    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 462,653 shares
    Change vs previous 13F -4,841 shares

    4.91% of the 13F portfolio, value $46,542,909.

    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 467,494 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $47,366,506.

    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).