Position in DTM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$665,172
+$51,481 QoQ
Shares Held
4,533
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#314
of 700 holders
Holding Since
Mar 2025
6 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, 2026Legacy Wealth Asset Management, LLC holds $1,431,538 across 2 Oil & Gas Midstream names. DTM ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
14,137 | $766,366 | |
| 2 | DTM |
DT Midstream, Inc.
This page
|
4,533 | $665,172 |
All Filings in DTM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,172 | 4,533 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $613,691 | 4,557 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $549,570 | 4,592 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $521,432 | 4,612 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $509,432 | 4,635 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $314,814 | 3,263 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||