Position in DTM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$316,811
-$15,150 QoQ
Shares Held
2,159
-12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#417
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, 2026OneAscent Investment Solutions LLC holds $1,372,079 across 3 Oil & Gas Midstream names. DTM ranks #3 (23.1% of the industry book) .
All Filings in DTM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,811 | 2,159 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $331,961 | 2,465 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $272,750 | 2,279 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $258,115 | 2,283 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $287,524 | 2,616 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $256,829 | 2,662 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||