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Wealthspire Advisors (New York)’s Dorchester Minerals DMLP Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,205
Closed -$31.2K – 1505
2025
Q3 		$31.2K Buy
+1,205
New +$31.5K ﹤0.01% 1441

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AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 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 $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 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

Wealthspire Advisors (New York)'s DMLP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Dorchester Minerals (DMLP) in Q4 2025, closing a stake of 1,205 shares — an estimated $31.2K sold.

Wealthspire Advisors (New York) first reported a position in DMLP in Q3 2025 and held it in 1 quarter. The position peaked at $31.2K in Q3 2025. 137 funds tracked by Wall St. Rank hold DMLP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dorchester Minerals position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,205 Dorchester Minerals shares in Q4 2025, an estimated $31.2K.
  • Wealthspire Advisors (New York) first reported a position in Dorchester Minerals in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Dorchester Minerals position peaked at $31.2K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.