Position in DTM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$32,191,380
+$2,839,023 QoQ
Shares Held
239,039
-2.5% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 50%
Shared 43%
None 7%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Copeland Capital Management, LLC holds $94,969,110 across 3 Oil & Gas Midstream names. DTM ranks #2 (33.9% of the industry book) .
All Filings in DTM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,191,380 | 239,039 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,352,357 | 245,257 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $29,236,749 | 258,595 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||