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Avion Wealth’s Dorchester Minerals DMLP Stock Holding History

Avion Wealth’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14K Hold
512
– – ﹤0.01% 476
2026
Q2 		$12K Hold
512
– – ﹤0.01% 533
2026
Q1 		$13K Hold
512
– – ﹤0.01% 416
2025
Q4 		$11K Buy
512
+200
+64% +$4.68K ﹤0.01% 460
2025
Q3 		$8K Hold
312
– – ﹤0.01% 533
2025
Q2 		$8K Buy
+312
New +$8.77K ﹤0.01% 517

Other funds holding DMLP

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.8B AUM 20.96% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avion Wealth's DMLP Position: Q3 2026 in Review

Avion Wealth held its Dorchester Minerals (DMLP) position steady in Q3 2026 at 512 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Avion Wealth first reported a position in DMLP in Q2 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold DMLP as of Q3 2026.

  • Avion Wealth held 512 shares of Dorchester Minerals worth $14K as of Q3 2026.
  • Avion Wealth left its Dorchester Minerals share count unchanged in Q3 2026.
  • Dorchester Minerals made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #476 holding.
  • Avion Wealth first reported a position in Dorchester Minerals in Q2 2025 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.