Tortoise Sustainable & Social Impact Term Fund
LPL Financial LLC
XTEAX
2022 Q3 - 2025 Q3 (13 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 | 11/12/2025 | 241 | 0.0% | 20,468 | 9/30/2025 |
| 2025 Q2 | 8/12/2025 | 339 | 0.0% | 27,673 | 6/30/2025 |
| 2025 Q1 | 5/7/2025 | 317 | 0.0% | 27,938 | 3/31/2025 |
| 2024 Q4 | 2/11/2025 | 328 | 0.0% | 27,362 | 12/31/2024 |
| 2024 Q3 | 11/8/2024 | 370 | 0.0% | 28,358 | 9/30/2024 |
| 2024 Q2 | 8/7/2024 | 450 | 0.0% | 39,133 | 6/30/2024 |
| 2024 Q1 | 5/10/2024 | 458 | 0.0% | 38,750 | 3/31/2024 |
| 2023 Q4 | 2/14/2024 | 475 | 0.0% | 40,564 | 12/31/2023 |
| 2023 Q3 | 11/13/2023 | 566 | 0.0% | 47,246 | 9/30/2023 |
| 2023 Q2 | 7/31/2023 | 588 | 0.0% | 47,149 | 6/30/2023 |
| 2023 Q1 | 5/10/2023 | 588 | 0.0% | 45,314 | 3/31/2023 |
| 2022 Q4 | 2/7/2023 | 499 | 0.0% | 38,847 | 12/31/2022 |
| 2022 Q3 | 11/14/2022 | 369 | 0.0% | 28,956 | 9/30/2022 |