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Winch Advisory Services’s Dorchester Minerals DMLP Stock Holding History

Winch Advisory Services’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 		$27.9K Buy
1,105
+19
+2% +$518 0.01% 239
2026
Q1 		$29.4K Buy
1,086
+32
+3% +$814 0.01% 219
2025
Q4 		$23.6K Buy
1,054
+29
+3% +$678 0.01% 233
2025
Q3 		$26.5K Buy
1,025
+25
+3% +$653 0.01% 218
2025
Q2 		$27.9K Buy
+1,000
New +$28.1K 0.01% 206

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

Winch Advisory Services's DMLP Position: Q2 2026 in Review

Winch Advisory Services increased its Dorchester Minerals (DMLP) stake by 1.7% in Q2 2026, buying an estimated $518 and bringing the position to 1,105 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #239.

Winch Advisory Services first reported a position in DMLP in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.4K in Q1 2026. 152 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Winch Advisory Services held 1,105 shares of Dorchester Minerals worth $27.9K as of Q2 2026.
  • Winch Advisory Services bought 19 Dorchester Minerals shares in Q2 2026, an estimated $518.
  • Dorchester Minerals made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #239 holding.
  • Winch Advisory Services first reported a position in Dorchester Minerals in Q2 2025 and has held it in 5 quarters since.
  • Winch Advisory Services's Dorchester Minerals position peaked at $29.4K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.