Secure Asset Management
DTM icon

Secure Asset Management’s DT Midstream DTM Stock Holding History

Secure Asset Management’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 		$297K Sell
2,488
-118
-5% -$15.8K 0.04% 271
2026
Q2 		$382K Sell
2,606
-418
-14% -$59.1K 0.05% 224
2026
Q1 		$407K Sell
3,024
-660
-18% -$86.1K 0.06% 205
2025
Q4 		$441K Buy
3,684
+253
+7% +$29.1K 0.07% 207
2025
Q3 		$391K Buy
3,431
+7
+0.2% +$732 0.06% 215
2025
Q2 		$376K Buy
3,424
+954
+39% +$96.6K 0.07% 223
2025
Q1 		$238K Buy
2,470
+157
+7% +$15.7K 0.05% 266
2024
Q4 		$230K Buy
+2,313
New +$220K 0.03% 294
2024
Q1 		– Sell
-4,245
Closed -$233K – 234
2023
Q4 		$233K Buy
4,245
+60
+1% +$3.3K 0.06% 201
2023
Q3 		$221K Buy
+4,185
New +$218K 0.07% 195
2023
Q1 		– Sell
-3,918
Closed -$216K – 192
2022
Q4 		$216K Buy
+3,918
New +$224K 0.08% 184

Other funds holding DTM

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Secure Asset Management's DTM Position: Q3 2026 in Review

Secure Asset Management reduced its DT Midstream (DTM) stake by 4.5% in Q3 2026, selling an estimated $15.8K and leaving 2,488 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #271.

Secure Asset Management first reported a position in DTM in Q4 2022 and has held it in 11 quarters since. The position peaked at $441K in Q4 2025. 97 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Secure Asset Management held 2,488 shares of DT Midstream worth $297K as of Q3 2026.
  • Secure Asset Management sold 118 DT Midstream shares in Q3 2026, an estimated $15.8K.
  • DT Midstream made up 0.04% of Secure Asset Management's portfolio in Q3 2026, its #271 holding.
  • Secure Asset Management first reported a position in DT Midstream in Q4 2022 and has held it in 11 quarters since.
  • Secure Asset Management's DT Midstream position peaked at $441K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.