Spartan Wealth Advisory Services LLC’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49M Buy
10,137
+72
+0.7% +$10.2K 0.12% 140
2026
Q1
$1.36M Buy
+10,065
New +$1.31M 0.12% 133

Other funds holding DTM

Spartan Wealth Advisory Services LLC's DTM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its DT Midstream (DTM) stake by 0.72% in Q2 2026, buying an estimated $10.2K and bringing the position to 10,137 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #140.

Spartan Wealth Advisory Services LLC first reported a position in DTM in Q1 2026 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 10,137 shares of DT Midstream worth $1.49M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 72 DT Midstream shares in Q2 2026, an estimated $10.2K.
  • DT Midstream made up 0.12% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #140 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in DT Midstream in Q1 2026 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.