Back to TYG
HERITAGE OAK WEALTH ADVISORS LLC → TYG
HERITAGE OAK WEALTH ADVISORS LLC TYG Position History
Tortoise Energy Infrastructure Corporation • Energy
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 34.0K | — | — |
| Q2 2026 | $1.4M | 32.2K | — | — |
| Q1 2026 | $1.4M | 32.9K | — | — |
| Q4 2025 | $1.2M | 32.5K | — | — |
| Q3 2025 | $1.1M | 30.8K | — | — |
Other funds holding TYG
$146.1M
$145.7M
$119.7M
$112.6M