Position in DTM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$249,139
+$27,731 QoQ
Shares Held
1,850
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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 Mar 31, 2026Redwood Wealth Management Group, LLC holds $8,769,972 across 7 Oil & Gas Midstream names. DTM ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
161,782 | $3,122,392 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
89,181 | $2,990,238 | |
| 3 | ENB |
Enbridge Inc
|
16,538 | $895,367 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
17,130 | $648,199 | |
| 5 | TRP |
Tc Energy Corp
|
10,138 | $634,638 | |
| 6 | DTM |
DT Midstream, Inc.
This page
|
1,850 | $249,139 | |
| 7 | PAA |
Plains All American Pipeline LP
|
10,300 | $229,999 |
All Filings in DTM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,139 | 1,850 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $221,408 | 1,850 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $219,336 | 1,940 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $213,225 | 1,940 | Shares | Sole | 2025-08-05 | |
| 2024-06-30 | $139,929 | 1,970 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||