KWM
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Kingsview Wealth Management’s Dorchester Minerals DMLP Stock Holding History

Kingsview Wealth Management’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
Q1 		$4.64M Sell
171,305
-6,668
-4% -$170K 0.06% 312
2025
Q4 		$3.98M Sell
177,973
-16,618
-9% -$389K 0.06% 320
2025
Q3 		$5.04M Sell
194,591
-11,794
-6% -$308K 0.08% 268
2025
Q2 		$5.75M Sell
206,385
-30,920
-13% -$869K 0.1% 218
2025
Q1 		$7.14M Sell
237,305
-16,449
-6% -$517K 0.13% 165
2024
Q4 		$8.46M Sell
253,754
-10,359
-4% -$338K 0.16% 137
2024
Q3 		$7.96M Sell
264,113
-11,731
-4% -$360K 0.17% 130
2024
Q2 		$8.51M Sell
275,844
-29,058
-10% -$946K 0.2% 102
2024
Q1 		$10.3M Sell
304,902
-12,265
-4% -$387K 0.26% 78
2023
Q4 		$10.1M Sell
317,167
-7,768
-2% -$227K 0.3% 72
2023
Q3 		$9.44M Sell
324,935
-18,454
-5% -$550K 0.34% 66
2023
Q2 		$10.3M Sell
343,389
-41,470
-11% -$1.22M 0.4% 52
2023
Q1 		$11.7M Sell
384,859
-41,497
-10% -$1.23M 0.49% 43
2022
Q4 		$12.8M Sell
426,356
-2,001
-0.5% -$57.6K 0.55% 34
2022
Q3 		$10.7M Sell
428,357
-26,358
-6% -$720K 0.51% 40
2022
Q2 		$10.8M Buy
454,715
+66,490
+17% +$1.83M 0.52% 37
2022
Q1 		$10.1M Sell
388,225
-97,173
-20% -$2.24M 0.44% 48
2021
Q4 		$9.61M Sell
485,398
-66,806
-12% -$1.28M 0.4% 50
2021
Q3 		$10.6M Buy
+552,204
New +$9.27M 0.5% 35

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.21B AUM
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Kingsview Wealth Management's DMLP Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Dorchester Minerals (DMLP) stake by 3.7% in Q1 2026, selling an estimated $170K and leaving 171,305 shares worth $4.64M. The position accounts for 0.06% of the portfolio, ranked #312.

Kingsview Wealth Management first reported a position in DMLP in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.8M in Q4 2022. 149 funds tracked by Wall St. Rank hold DMLP as of Q1 2026.

  • Kingsview Wealth Management held 171,305 shares of Dorchester Minerals worth $4.64M as of Q1 2026.
  • Kingsview Wealth Management sold 6,668 Dorchester Minerals shares in Q1 2026, an estimated $170K.
  • Dorchester Minerals made up 0.06% of Kingsview Wealth Management's portfolio in Q1 2026, its #312 holding.
  • Kingsview Wealth Management first reported a position in Dorchester Minerals in Q3 2021 and has held it in 19 quarters since.
  • Kingsview Wealth Management's Dorchester Minerals position peaked at $12.8M in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.