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Burkett Financial Services’s DT Midstream DTM Stock Holding History

Burkett Financial Services’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$82.1K Buy
687
+4
+0.6% +$537 0.02% 98
2026
Q2 		$100K Sell
683
-119
-15% -$16.8K 0.03% 72
2026
Q1 		$108K Hold
802
– – 0.04% 69
2025
Q4 		$96.1K Sell
802
-1
-0.1% -$115 0.03% 74
2025
Q3 		$90.8K Buy
803
+6
+0.8% +$627 0.03% 78
2025
Q2 		$87.6K Buy
797
+7
+0.9% +$709 0.03% 75
2025
Q1 		$76.2K Buy
790
+5
+0.6% +$500 0.03% 76
2024
Q4 		$78K Hold
785
– – 0.03% 69
2024
Q3 		$61.7K Buy
785
+8
+1% +$597 0.03% 75
2024
Q2 		$55.2K Buy
777
+9
+1% +$591 0.03% 75
2024
Q1 		$46.9K Buy
768
+10
+1% +$556 0.02% 86
2023
Q4 		$41.5K Buy
+758
New +$41.7K 0.02% 90

Other funds holding DTM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Burkett Financial Services's DTM Position: Q3 2026 in Review

Burkett Financial Services increased its DT Midstream (DTM) stake by 0.59% in Q3 2026, buying an estimated $537 and bringing the position to 687 shares worth $82.1K. The position accounts for 0.02% of the portfolio, ranked #98.

Burkett Financial Services first reported a position in DTM in Q4 2023 and has held it in 12 quarters since. The position peaked at $108K in Q1 2026. 30 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Burkett Financial Services held 687 shares of DT Midstream worth $82.1K as of Q3 2026.
  • Burkett Financial Services bought 4 DT Midstream shares in Q3 2026, an estimated $537.
  • DT Midstream made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #98 holding.
  • Burkett Financial Services first reported a position in DT Midstream in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's DT Midstream position peaked at $108K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.