Tortoise Investment Management, LLC

Business address
2 Westchester Park Drive, Suite 215, White Plains, NY, 10604
Top securities (13F)
IVV, STIP, AVUS, SGOV, BTT, VGLT, JMUB, SCHP, MTBA, IEMG, DMBS, SCHX, ITOT, IWB, DFAU, SPY, DGS, VTV, SCHC, and BOXX
State of incorporation
NY
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Tortoise Investment Management, LLC has filed 83 SEC EDGAR filings since 12 Feb 2014

Latest Filings

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