Position in DTM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$321,507
+$47,050 QoQ
Shares Held
2,191
+7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#413
of 700 holders
Holding Since
Dec 2024
4 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, 2026Values First Advisors, Inc. holds $1,811,041 across 3 Oil & Gas Midstream names. DTM ranks #3 (17.8% of the industry book) .
All Filings in DTM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,507 | 2,191 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $274,457 | 2,038 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $203,456 | 1,700 | Shares | Sole | 2026-01-30 | |
| 2024-12-31 | $105,495 | 1,061 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||