Position in DMLP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$189,375
-$55,880 QoQ
Shares Held
7,500
-17.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#106
of 152 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DMLP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $1,561,909 across 4 Oil & Gas E&P names. DMLP ranks #4 (12.1% of the industry book) .
All Filings in DMLP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,375 | 7,500 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $245,255 | 9,050 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $202,358 | 9,050 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $249,838 | 9,650 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $268,849 | 9,650 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $290,272 | 9,650 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||