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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

DCP holding history

DCP Midstream, LP in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DCP overviewAll 13F holders of DCPFull Q1 2023 holdings

Shares (Q1 2023)
21,000
Value
$876.1K
% of portfolio
0.2%
Quarters held
9
Since Q1 2021
Holdings of DCP by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202321,000$876.1K0.2%−1,200−5.4%ReducedHolders
Q4 202222,200$861.0K0.2%00.0%UnchangedHolders
Q3 202222,200$834.0K0.2%00.0%UnchangedHolders
Q2 202222,200$657.0K0.2%00.0%UnchangedHolders
Q1 202222,200$745.0K0.2%00.0%UnchangedHolders
Q4 202122,200$610.0K0.1%00.0%UnchangedHolders
Q3 202122,200$627.0K0.1%00.0%UnchangedHolders
Q2 202122,200$681.0K0.1%00.0%UnchangedHolders
Q1 202122,200$481.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.