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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

DTM holding history

DT Midstream, Inc. in every 13F filed by XML Financial, 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 Q2 2026 holdings

Shares (Q2 2026)
2,503
Value
$367.3K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of DTM by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,503$367.3K<0.1%00.0%UnchangedHolders
Q1 20262,503$337.1K<0.1%00.0%UnchangedHolders
Q4 20252,503$299.6K<0.1%00.0%UnchangedHolders
Q3 20252,503$283.0K<0.1%00.0%UnchangedHolders
Q2 20252,503$275.1K<0.1%00.0%UnchangedHolders
Q1 20252,503$241.5K<0.1%00.0%UnchangedHolders
Q4 20242,503$248.9K<0.1%+2,503NewHolders