Gilliland Jeter Wealth Management LLC DTM DT MIDSTREAM INCORPORATED COMMON STOCK

Ownership history in Gilliland Jeter Wealth Management LLC  ·  10 quarters on record

AI Ownership Summary

Gilliland Jeter Wealth Management LLC reported DT MIDSTREAM INCORPORATED COMMON STOCK (DTM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows DTM at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gilliland Jeter Wealth Management LLC's position in DT MIDSTREAM INCORPORATED COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DTM was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gilliland Jeter Wealth Management LLC held DTM — position size vs. price
% of Fund (quarterly)    DTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,212 0% 0.45% $1.5M 2026-04-24 $134.65
2025 Q4 UNCHANGED 11,212 0% 0.41% $1.3M 2026-01-23 $121.53
2025 Q3 UNCHANGED 11,212 0% 0.39% $1.3M 2025-10-28 $105.02
2025 Q2 UNCHANGED 11,212 0% 0.40% $1.2M 2025-07-24 $98.63
2025 Q1 UNCHANGED 11,212 0% 0.38% $1.1M 2025-04-30 $94.46
2024 Q4 UNCHANGED 11,212 0% 0.38% $1.1M 2025-01-28 $95.38
2024 Q3 UNCHANGED 11,212 0% 0.24% $685K 2024-10-17 $82.50
2024 Q2 UNCHANGED 11,212 0% 0.27% $796K 2024-07-24 $70.71
2024 Q1 UNCHANGED 11,212 0% 0.24% $685K 2024-05-02 $58.67
2023 Q4 INITIATED 11,212 0.25% $614K 2024-02-02 $49.48

FAQ About Gilliland Jeter Wealth Management LLC and DTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gilliland Jeter Wealth Management LLC reported owning DTM?

Gilliland Jeter Wealth Management LLC reported DTM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DTM position in Gilliland Jeter Wealth Management LLC's portfolio?

The largest reported portfolio weight for DTM was 0.45% in 2026 Q1.

What is the latest reported DTM position on this page?

The most recent filing on this page is 2026 Q1, when Gilliland Jeter Wealth Management LLC reported 11,212 shares, equal to 0.45% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DTM ownership page compare?

The chart compares Gilliland Jeter Wealth Management LLC's quarterly DTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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