Position in DTM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,877,974
+$192,177 QoQ
Shares Held
12,798
+2.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#218
of 700 holders
Holding Since
Dec 2024
7 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, 2026Merit Financial Group, LLC holds $28,232,108 across 18 Oil & Gas Midstream names. DTM ranks #8 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
91,678 | $6,815,337 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
150,528 | $4,812,375 | |
| 3 | OKE |
Oneok Inc /New/
|
25,826 | $2,245,307 | |
| 4 | ENB |
Enbridge Inc
|
38,813 | $2,104,051 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
8,740 | $2,088,945 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
54,906 | $2,018,344 | |
| 7 | ET |
Energy Transfer LP
|
102,065 | $1,951,482 | |
| 8 | DTM |
DT Midstream, Inc.
This page
|
12,798 | $1,877,974 |
All Filings in DTM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,877,974 | 12,798 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,685,797 | 12,518 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,207,329 | 10,088 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $813,916 | 7,199 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $738,045 | 6,715 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $512,115 | 5,308 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $458,471 | 4,611 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||