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True Link Financial Advisors’s DT Midstream DTM Stock Holding History

True Link Financial Advisors’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
Q1 		$183K Sell
1,361
-520
-28% -$67.8K 0.01% 101
2025
Q4 		$225K Sell
1,881
-422
-18% -$48.5K 0.01% 104
2025
Q3 		$260K Sell
2,303
-93
-4% -$9.72K 0.02% 75
2025
Q2 		$263K Sell
2,396
-75
-3% -$7.6K 0.02% 75
2025
Q1 		$238K Buy
+2,471
New +$247K 0.02% 84

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Link Financial Advisors's DTM Position: Q1 2026 in Review

True Link Financial Advisors reduced its DT Midstream (DTM) stake by 28% in Q1 2026, selling an estimated $67.8K and leaving 1,361 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #101.

True Link Financial Advisors first reported a position in DTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $263K in Q2 2025. 679 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

  • True Link Financial Advisors held 1,361 shares of DT Midstream worth $183K as of Q1 2026.
  • True Link Financial Advisors sold 520 DT Midstream shares in Q1 2026, an estimated $67.8K.
  • DT Midstream made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #101 holding.
  • True Link Financial Advisors first reported a position in DT Midstream in Q1 2025 and has held it in 5 quarters since.
  • True Link Financial Advisors's DT Midstream position peaked at $263K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.