Tortoise Investment Management, LLC SEC EDGAR Filings (CIK 0001599511)

SEC EDGAR filings, ownership reports, and insider transactions for Tortoise Investment Management, LLC.

Business address
2 Westchester Park Drive, Suite 215, White Plains, NY, 10604
Top securities (13F)
IVV, STIP, AVUS, BTT, SGOV, JMUB, VGLT, MTBA, SCHP, DMBS, IEMG, SCHX, IWB, ITOT, DFAU, VTV, DGS, SCHC, SPY, and SPEM
Top holdings (Schedule 13G)
NUW and NIM
State of incorporation
NY
Fiscal year end
31 December
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Tortoise Investment Management, LLC has filed 84 SEC EDGAR filings since 12 Feb 2014

Latest Filings

Recent SEC filings for Tortoise Investment Management, LLC including 13F-HR, N-PX, 13F-HR/A and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2026 31 Dec 2025 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2025 30 Sep 2025 028-15827
N-PX Open N-PX document View SEC filing for N-PX 19 Aug 2025 30 Jun 2025 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2025 30 Jun 2025 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2025 31 Mar 2025 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2025 31 Dec 2024 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2025 30 Sep 2024 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2025 30 Jun 2024 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2025 31 Mar 2024 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2025 31 Dec 2023 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2025 30 Sep 2023 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2025 31 Mar 2025 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2025 31 Dec 2024 028-15827
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 15 Jan 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 14 Jan 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 14 Jan 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2024 30 Sep 2024 028-15827
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 07 Nov 2024
N-PX Open N-PX document View SEC filing for N-PX 30 Aug 2024 30 Jun 2024 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2024 30 Jun 2024 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2024 31 Mar 2024 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 29 Feb 2024 31 Dec 2023 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2024 31 Dec 2023 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2023 30 Sep 2023 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2023 30 Jun 2023 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2023 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2023 31 Dec 2022 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2022 30 Sep 2022 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2022 30 Jun 2022 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2022 31 Mar 2022 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2022 31 Dec 2021 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2021 30 Sep 2021 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2021 30 Jun 2021 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2021 31 Mar 2021 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2021 31 Dec 2020 028-15827
SC 13G Open SC 13G document View SEC filing for SC 13G VRIG - 13G 07 Jan 2021
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A 11 Dec 2020
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2020 30 Sep 2020 028-15827
SC 13G Open SC 13G document View SEC filing for SC 13G VRLIX 13G 14 Sep 2020
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2020 30 Jun 2020 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2020 31 Mar 2020 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2020 31 Dec 2019 028-15827
SC 13G Open SC 13G document View SEC filing for SC 13G VRIG - 13G 16 Jan 2020 005-90760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2019 30 Sep 2019 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2019 30 Jun 2019 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2019 31 Mar 2019 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2019 31 Dec 2018 028-15827
SC 13G Open SC 13G document View SEC filing for SC 13G NBD 09 Jan 2019 005-90760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Nov 2018 30 Sep 2018 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2018 30 Jun 2018 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2018 31 Mar 2018 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2018 31 Dec 2017 028-15827
SC 13G Open SC 13G document View SEC filing for SC 13G 22 Jan 2018
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2017 30 Sep 2017 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2017 30 Jun 2017 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2017 31 Mar 2017 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2017 31 Dec 2016 028-15827
SC 13G Open SC 13G document View SEC filing for SC 13G NUVEEN BUILD AMERICA BOND OPPORTUNITY - TORTOISE INVESTMENT MANAGEMENT, LLC 10 Feb 2017
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2016 30 Sep 2016 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2016 30 Jun 2016 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2016 31 Mar 2016 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2016 31 Dec 2015 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2015 30 Sep 2015 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2015 30 Jun 2015 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2015 31 Mar 2015 028-15827
SC 13G Open SC 13G document View SEC filing for SC 13G 13 Feb 2015
SC 13G Open SC 13G document View SEC filing for SC 13G 13 Feb 2015
SC 13G Open SC 13G document View SEC filing for SC 13G 13 Feb 2015
SC 13G Open SC 13G document View SEC filing for SC 13G 13 Feb 2015
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A 13 Feb 2015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2015 31 Dec 2014 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2014 30 Sep 2014 028-15827
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A 09 Sep 2014
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2014 30 Jun 2014 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2014 31 Mar 2014 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Mar 2014 30 Jun 2013 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Mar 2014 30 Sep 2013 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Mar 2014 31 Dec 2012 028-15827
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Mar 2014 31 Mar 2013 028-15827
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 28 Feb 2014 31 Dec 2013 028-15827
SC 13G Open SC 13G document View SEC filing for SC 13G 13G 13 Feb 2014
SC 13G Open SC 13G document View SEC filing for SC 13G 13G 13 Feb 2014
SC 13G Open SC 13G document View SEC filing for SC 13G 13G 13 Feb 2014
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2014 31 Dec 2013 028-15827

About this filer

Tortoise Investment Management, LLC files with the SEC under CIK 0001599511. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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