Modern Wealth Management, LLC

Position in DTM — DT Midstream, Inc.

CIK 2001900 KANSAS CITY, MO

Position in DTM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,156,603

+$89,615 QoQ

Shares Held

7,882

-0.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#261

of 697 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Modern Wealth Management, LLC holds $20,248,279 across 11 Oil & Gas Midstream names. DTM ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	358,448	$11,459,579
2	OKE	Oneok Inc /New/	13,895	$1,208,029
3	DTM	DT Midstream, Inc. This page	7,882	$1,156,603
4	ENB	Enbridge Inc	20,936	$1,134,939
5	WMB	Williams Companies, Inc.	14,728	$1,094,877
6	LNG	Cheniere Energy, Inc.	4,574	$1,093,231
7	EPD	Enterprise Products Partners L.P.	27,465	$1,009,613
8	PAGP	Plains Gp Holdings LP	38,983	$946,115

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,156,603	7,882	-0.5%	Shares	Other	2026-08-14
2026-03-31	$1,066,988	7,923	+4.8%	Shares	Other	2026-05-14
2025-12-31	$904,899	7,561	+13.4%	Shares	Other	2026-02-17
2025-09-30	$753,769	6,667	-4.1%	Shares	Sole	2025-11-12
2025-06-30	$763,872	6,950	+10.4%	Shares	Other	2025-11-12
2025-03-31	$607,244	6,294	-0.9%	Shares	Other	2025-06-02
2024-12-31	$631,578	6,352	+6.9%	Shares	Other	2025-05-30
2024-09-30	$467,475	5,943	-0.6%	Shares	Other	2025-05-30
2024-06-30	$424,830	5,981	+18.9%	Shares	Other	2025-05-29
2024-03-31	$307,393	5,031	+1.3%	Shares	Other	2025-05-29
2023-12-31	$272,246	4,968	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.