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Disclosery

Tortoise Investment Management, LLC: TLT position timeline

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

Tortoise Investment Management, LLC held 30,520 TLT 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 30,520 shares
    Change vs previous 13F -13,589 shares

    0.2% of the 13F portfolio, value $2,637,538.

    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 44,109 shares
    Change vs previous 13F +1,475 shares

    0.32% of the 13F portfolio, value $3,823,809.

    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 42,634 shares
    Change vs previous 13F -49 shares

    0.33% of the 13F portfolio, value $3,715,979.

    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 42,683 shares
    Change vs previous 13F -3,565 shares

    0.34% of the 13F portfolio, value $3,814,580.

    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 46,248 shares
    Change vs previous 13F +9,319 shares

    0.39% of the 13F portfolio, value $4,081,386.

    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 36,929 shares
    Change vs previous 13F +17,354 shares

    0.35% of the 13F portfolio, value $3,361,647.

    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 19,575 shares
    Change vs previous 13F +11,248 shares

    0.18% of the 13F portfolio, value $1,709,485.

    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 8,327 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $816,879.

    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).