Ownership history in Lee Financial Co · 11 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in DT MIDSTREAM INC (DTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,198 | +2,033 | +1232.1% | 0.03% | $249K | $111.58 |
| 2023 Q4 | UNCHANGED | 165 | — | 0% | 0.00% | $9K | $50.70 |
| 2023 Q3 | UNCHANGED | 165 | — | 0% | 0.00% | $9K | $48.34 |
| 2023 Q2 | UNCHANGED | 165 | — | 0% | 0.00% | $8K | $44.70 |
| 2023 Q1 | UNCHANGED | 165 | — | 0% | 0.00% | $8K | $43.89 |
| 2022 Q4 | UNCHANGED | 165 | — | 0% | 0.00% | $9K | $48.42 |
| 2022 Q3 | UNCHANGED | 165 | — | 0% | 0.00% | $9K | $44.95 |
| 2022 Q2 | UNCHANGED | 165 | — | 0% | 0.00% | $8K | $42.00 |
| 2022 Q1 | UNCHANGED | 165 | — | 0% | 0.00% | $9K | $45.91 |
| 2021 Q4 | UNCHANGED | 165 | — | 0% | 0.00% | $8K | $40.11 |
As of 2025 Q4 — sorted by position size