Tortoise Sustainable & Social Impact Term Fund
Clearstead Advisors, LLC
XTEAX
2021 Q3 - 2025 Q3 (14 filings)
Shares History
History scope: non-option holdings only (PUT/CALL rows excluded).
| All 13F Holders | Filing date | Value ($000s) | % of Holdings | Shares | Reporting period |
|---|---|---|---|---|---|
| 2025 Q3 | 11/10/2025 | 4 | 0.0% | 343 | 9/30/2025 |
| 2025 Q2 | 8/8/2025 | 4 | 0.0% | 335 | 6/30/2025 |
| 2025 Q1 | 5/13/2025 | 12 | 0.0% | 1,017 | 3/31/2025 |
| 2024 Q4 | 2/10/2025 | 12 | 0.0% | 994 | 12/31/2024 |
| 2024 Q3 | 11/13/2024 | 21 | 0.0% | 1,623 | 9/30/2024 |
| 2024 Q2 | 8/12/2024 | 18 | 0.0% | 1,588 | 6/30/2024 |
| 2024 Q1 | 5/14/2024 | 24 | 0.0% | 2,011 | 3/31/2024 |
| 2023 Q4 | 2/12/2024 | 23 | 0.0% | 1,934 | 12/31/2023 |
| 2022 Q4 | 2/14/2023 | 13 | 0.0% | 983 | 12/31/2022 |
| 2022 Q3 | 11/15/2022 | 12 | 0.0% | 963 | 9/30/2022 |
| 2022 Q2 | 8/12/2022 | 13 | 0.0% | 946 | 6/30/2022 |
| 2022 Q1 | 5/4/2022 | 14 | 0.0% | 929 | 3/31/2022 |
| 2021 Q4 | 2/14/2022 | 13 | 0.0% | 914 | 12/31/2021 |
| 2021 Q3 | 11/12/2021 | 13 | 0.0% | 900 | 9/30/2021 |