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
Q2 		$3.59M Sell
142,010
-29,295
-17% -$799K 0.04% 413
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 $1.89T 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

Kingsview Wealth Management's DMLP Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Dorchester Minerals (DMLP) stake by 17% in Q2 2026, selling an estimated $799K and leaving 142,010 shares worth $3.59M. The position accounts for 0.04% of the portfolio, ranked #413.

Kingsview Wealth Management first reported a position in DMLP in Q3 2021 and has held it in 20 quarters since. The position peaked at $12.8M in Q4 2022. 153 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Kingsview Wealth Management held 142,010 shares of Dorchester Minerals worth $3.59M as of Q2 2026.
  • Kingsview Wealth Management sold 29,295 Dorchester Minerals shares in Q2 2026, an estimated $799K.
  • Dorchester Minerals made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Kingsview Wealth Management first reported a position in Dorchester Minerals in Q3 2021 and has held it in 20 quarters since.
  • Kingsview Wealth Management's Dorchester Minerals position peaked at $12.8M in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.