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Tortoise North American Pipeline Fund shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Tortoise North American Pipeline Fund (TPYP) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Tortoise North American Pipeline Fund

Tip: Access up to 7 years of quarterly data

All positions including Tortoise North American Pipeline Fund held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise North American Pipeline Fund by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 33k 35.63
2025-09-30 $1.1M 31k 36.45
2025-06-30 $1.1M 30k 35.73

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Managed Portfolio Series Kensington Hedge (KHPI)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Tortoise North American Pipeline Fund

Arvest Trust
Magnus Financial Group
Traphagen Investment Advisors
Atwood & Palmer
Foster & Motley
Wells Fargo & Company
Arvest Investments
Busey Trust Company
CWM
UBS Group
HPM Partners
Commonwealth Equity Services
Parkside Financial Bank & Trust
Creative Planning
Triangle Securities Wealth Management

View all funds holding Tortoise North American Pipeline Fund