Position in DTM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$94,353
+$8,030 QoQ
Shares Held
643
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#519
of 700 holders
Holding Since
Sep 2021
20 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, 2026Financial Perspectives, Inc holds $306,895 across 4 Oil & Gas Midstream names. DTM ranks #3 (30.7% of the industry book) .
All Filings in DTM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,353 | 643 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $86,323 | 641 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $76,475 | 639 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $71,906 | 636 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $69,682 | 634 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $60,878 | 631 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $62,541 | 629 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $49,241 | 626 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $44,251 | 623 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,820 | 619 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $33,702 | 615 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $32,545 | 615 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $30,485 | 615 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $30,362 | 615 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $33,984 | 615 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $31,912 | 615 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $30,147 | 615 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $33,369 | 615 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $29,507 | 615 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $28,437 | 615 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||