Position in DTM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$819,836
+$422,829 QoQ
Shares Held
5,587
+89.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#293
of 700 holders
Holding Since
Jun 2025
5 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, 2026Acorn Wealth Advisors, LLC holds $2,161,672 across 5 Oil & Gas Midstream names. DTM ranks #1 (37.9% of the industry book) .
All Filings in DTM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,836 | 5,587 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $397,007 | 2,948 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $249,054 | 2,081 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $234,373 | 2,073 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $201,904 | 1,837 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||