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Balanced Wealth Group LLC

SEC CIK
0002009783
Latest filing
Aug 10, 2026

DTM holding history

DT Midstream, Inc. in every 13F filed by Balanced Wealth Group 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)
1,659
Value
$243.5K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of DTM by Balanced Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,659$243.5K0.1%+11+0.7%AddedHolders
Q1 20261,648$222.0K0.1%+1,648NewHolders