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Integrated Wealth Concepts’s Dorchester Minerals DMLP Stock Holding History

Integrated Wealth Concepts’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
Q2 		$12.6K Buy
+500
New +$13.6K ﹤0.01% 4423

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

Integrated Wealth Concepts's DMLP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Dorchester Minerals (DMLP) in Q2 2026: 500 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #4423 among its holdings.

153 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Integrated Wealth Concepts held 500 shares of Dorchester Minerals worth $12.6K as of Q2 2026.
  • Dorchester Minerals was a new Integrated Wealth Concepts position in Q2 2026.
  • Dorchester Minerals made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4423 holding.
  • 153 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.