Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
DTM holding history
DT Midstream, Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DTM overviewAll 13F holders of DTMFull Q4 2024 holdings
- Shares (Q4 2024)
- 10,612
- Value
- $1.06M
- % of portfolio
- 0.1%
- Quarters held
- 14
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 10,612 | $1.06M | 0.1% | +49+0.5% | Added | Holders |
| Q3 2024 | 10,563 | $830.9K | 0.1% | +1,356+14.7% | Added | Holders |
| Q2 2024 | 9,207 | $654.0K | 0.1% | +134+1.5% | Added | Holders |
| Q1 2024 | 9,073 | $555.3K | <0.1% | −50−0.5% | Reduced | Holders |
| Q4 2023 | 9,123 | $500.0K | <0.1% | +1,074+13.3% | Added | Holders |
| Q3 2023 | 8,049 | $426.0K | <0.1% | −305−3.7% | Reduced | Holders |
| Q2 2023 | 8,354 | $414.2K | <0.1% | −690−7.6% | Reduced | Holders |
| Q1 2023 | 9,044 | $446.5K | <0.1% | −436−4.6% | Reduced | Holders |
| Q4 2022 | 9,480 | $523.9K | 0.1% | +8,995+1,854.6% | Added | Holders |
| Q3 2022 | 485 | $485.0K | 0.1% | −9,684−95.2% | Reduced | Holders |
| Q2 2022 | 10,169 | $498.0K | 0.1% | +95+0.9% | Added | Holders |
| Q1 2022 | 10,074 | $546.0K | 0.1% | −84−0.8% | Reduced | Holders |
| Q4 2021 | 10,158 | $487.0K | <0.1% | +4,852+91.4% | Added | Holders |
| Q3 2021 | 5,306 | $245.0K | <0.1% | +5,306 | New | Holders |