Position in DTM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$249,311
+$242,848 QoQ
Shares Held
1,699
+1767.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#456
of 700 holders
Holding Since
Sep 2021
13 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, 2026Gradient Investments LLC holds $18,116,637 across 5 Oil & Gas Midstream names. DTM ranks #5 (1.4% of the industry book) .
All Filings in DTM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,311 | 1,699 | Shares | Sole | 2026-07-08 | |
| 2024-06-30 | $6,463 | 91 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,560 | 91 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $46,799 | 854 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $48,051 | 908 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $48,529 | 979 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $52,381 | 1,061 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $72,722 | 1,316 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $90,755 | 1,749 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $71,029 | 1,449 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $72,382 | 1,334 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $64,005 | 1,334 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $38,564 | 834 | Shares | Sole | 2021-10-18 | |
| No filing history on record for this holder in this stock. | ||||||