Position in DTM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,940
+$1,147 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#599
of 700 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $99,164 across 14 Oil & Gas Midstream names. DTM ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
444 | $38,601 | |
| 2 | DTM |
DT Midstream, Inc.
This page
|
95 | $13,940 | |
| 3 | TRGP |
Targa Resources Corp.
|
49 | $13,138 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
38 | $9,082 | |
| 5 | WMB |
Williams Companies, Inc.
|
109 | $8,103 | |
| 6 | ENB |
Enbridge Inc
|
141 | $7,643 | |
| 7 | GLNG |
Golar Lng Ltd
|
107 | $5,332 | |
| 8 | TRP |
Tc Energy Corp
|
37 | $2,452 |
All Filings in DTM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,940 | 95 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,793 | 95 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $11,130 | 93 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $10,514 | 93 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $10,221 | 93 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $9,455 | 98 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $9,744 | 98 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $12,349 | 157 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $11,151 | 157 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $9,592 | 157 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $11,617 | 212 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $7,567 | 143 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $7,088 | 143 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $7,059 | 143 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $7,902 | 143 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $8,769 | 169 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,029 | 21 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,410 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,007 | 21 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $971 | 21 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||