Position in DTM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$82,027
+$7,286 QoQ
Shares Held
559
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#519
of 697 holders
Holding Since
Mar 2026
2 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, 2026Ascentis Independent Advisors holds $148,272 across 5 Oil & Gas Midstream names. DTM ranks #1 (55.3% of the industry book) .
All Filings in DTM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,027 | 559 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $74,741 | 555 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||