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Tortoise Investment Management, LLC: VGSH position timeline

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

Tortoise Investment Management, LLC held 44,895 VGSH 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 44,895 shares
    Change vs previous 13F -15,179 shares

    0.19% of the 13F portfolio, value $2,612,889.

    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 60,074 shares
    Change vs previous 13F +10,318 shares

    0.29% of the 13F portfolio, value $3,516,732.

    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 49,756 shares
    Change vs previous 13F +18,727 shares

    0.26% of the 13F portfolio, value $2,922,170.

    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 31,029 shares
    Change vs previous 13F -17,831 shares

    0.16% of the 13F portfolio, value $1,826,057.

    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 48,860 shares
    Change vs previous 13F -12,148 shares

    0.27% of the 13F portfolio, value $2,871,991.

    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 61,008 shares
    Change vs previous 13F -41,438 shares

    0.37% of the 13F portfolio, value $3,580,560.

    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 102,446 shares
    Change vs previous 13F -71,684 shares

    0.63% of the 13F portfolio, value $5,960,308.

    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 174,130 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $10,277,153.

    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).