TPYP — TORTOISE CAPITAL SERIES TRUS

Ownership history in Triangle Securities Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Triangle Securities Wealth Management reported a position in TORTOISE CAPITAL SERIES TRUS (TPYP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.05% (2025 Q2)
Avg. % of fund
1.88%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 226,822 -2,588 -1.1% 1.69% $8.0M $35.29
2025 Q3 REDUCED 229,410 -3,601 -1.5% 1.89% $8.4M $36.11
2025 Q2 INITIATED 233,011 — — 2.05% $8.3M $35.06
% of Fund (quarterly)    TPYP price (monthly, adj. close)

Other funds also holding TPYP

As of 2025 Q4 — sorted by position size

Magnus Financial Group LLC 3Y 7Y 2.32% Keudell/Morrison Wealth Management 3Y 2.29% TRAPHAGEN INVESTMENT ADVISORS LLC 2.14% ARVEST INVESTMENTS, INC. 1.82% ATWOOD & PALMER INC 3Y 7Y 1.33% Quad-Cities Investment Group, LLC 3Y 7Y 1.32% FOSTER & MOTLEY INC 3Y 7Y 1.23% Battery Global Advisors, LLC 1.13% Smith & Howard Wealth Management, LLC 3Y 7Y 0.91% Parkside Financial Bank & Trust 3Y 7Y 0.72%
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