Position in DTM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$222,017
+$18,262 QoQ
Shares Held
1,513
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#476
of 699 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $5,276,998 across 7 Oil & Gas Midstream names. DTM ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAA |
Plains All American Pipeline LP
|
87,542 | $1,948,684 | |
| 2 | PAGP |
Plains Gp Holdings LP
|
47,326 | $1,148,602 | |
| 3 | WMB |
Williams Companies, Inc.
|
6,901 | $513,020 | |
| 4 | ENB |
Enbridge Inc
|
9,014 | $488,648 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
14,955 | $478,111 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
13,001 | $477,916 | |
| 7 | DTM |
DT Midstream, Inc.
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|
1,513 | $222,017 |
All Filings in DTM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,017 | 1,513 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $203,755 | 1,513 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||