Position in DTM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$32,500,854
+$309,474 QoQ
Shares Held
221,486
-7.3% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#62
of 705 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 51%
Shared 45%
None 4%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Copeland Capital Management, LLC holds $115,560,663 across 3 Oil & Gas Midstream names. DTM ranks #2 (28.1% of the industry book) .
All Filings in DTM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,500,854 | 221,486 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||