Position in DTM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$100,223
-$7,782 QoQ
Shares Held
683
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#517
of 700 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $220,301 across 3 Oil & Gas Midstream names. DTM ranks #1 (45.5% of the industry book) .
All Filings in DTM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,223 | 683 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $108,005 | 802 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $95,983 | 802 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $90,787 | 803 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $87,598 | 797 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $76,219 | 790 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $78,052 | 785 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $61,748 | 785 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $55,190 | 777 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $46,924 | 768 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $41,538 | 758 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||