TPYP β€” TORTOISE CAPITAL SERIES TRUS

Ownership history in Verity & Verity, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Verity & Verity, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.14% (2025 Q3)
πŸ“Š Avg. % of fund
0.14%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    TPYP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 47,176 β€” β€” 0.14% $1.7M $36.11

🏒 Other funds also holding TPYP

As of 2025 Q4 β€” 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% Triangle Securities Wealth Management 3Y 7Y 1.69% 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%
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