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Disclosery

Tortoise Investment Management, LLC: USRT position timeline

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

Tortoise Investment Management, LLC held 3,555 USRT 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 3,555 shares
    Change vs previous 13F +3,555 shares

    0.02% of the 13F portfolio, value $236,237.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,165 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,165 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $127,129.

    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).

  4. period ended2025-06-30
    13F 2,070 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $117,079.

    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).

  5. period ended2025-03-31
    13F/A 2,070 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $119,232.

    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).

  6. period ended2024-12-31
    13F/A 2,070 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $118,632.

    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).

  7. period ended2024-09-30
    13F/A 2,070 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $127,450.

    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).