Position in DTM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,701
+$1,292 QoQ
Shares Held
107
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#593
of 700 holders
Holding Since
Sep 2021
20 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, 2026Mascoma Wealth Management LLC holds $129,884 across 5 Oil & Gas Midstream names. DTM ranks #2 (12.1% of the industry book) .
All Filings in DTM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,701 | 107 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,409 | 107 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,805 | 107 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,097 | 107 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $11,760 | 107 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,323 | 107 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,639 | 107 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,416 | 107 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,600 | 107 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,537 | 107 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,863 | 107 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,662 | 107 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,303 | 107 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,257 | 147 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,123 | 147 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $7,627 | 147 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,205 | 147 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,976 | 147 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,053 | 147 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,797 | 147 | Shares | Sole | 2021-10-06 | |
| No filing history on record for this holder in this stock. | ||||||