Position in DTM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$60,163
+$11,095 QoQ
Shares Held
410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#538
of 700 holders
Holding Since
Sep 2021
17 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, 2026Concord Wealth Partners holds $396,647 across 9 Oil & Gas Midstream names. DTM ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
6,316 | $120,761 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
2,152 | $68,799 | |
| 3 | DTM |
DT Midstream, Inc.
This page
|
410 | $60,163 | |
| 4 | ENB |
Enbridge Inc
|
788 | $42,717 | |
| 5 | WMB |
Williams Companies, Inc.
|
500 | $37,170 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
600 | $22,056 | |
| 7 | MPLX |
Mplx LP
|
389 | $21,912 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
500 | $17,390 |
All Filings in DTM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,163 | 410 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $49,068 | 410 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $46,354 | 410 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $45,063 | 410 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $39,556 | 410 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $40,766 | 410 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $32,250 | 410 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,122 | 410 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $25,051 | 410 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $22,468 | 410 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $21,697 | 410 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $20,323 | 410 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $20,241 | 410 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $22,656 | 410 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $20,098 | 410 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $19,671 | 410 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $18,958 | 410 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||