William Mack & Associates, Inc. DTM DT MIDSTREAM INC

Ownership history in William Mack & Associates, Inc.  ·  4 quarters on record

AI Ownership Summary

William Mack & Associates, Inc. reported DT MIDSTREAM INC (DTM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows DTM at 0.12% 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 William Mack & Associates, Inc.'s position in DT MIDSTREAM INC, 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 Q2

DTM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 William Mack & Associates, Inc. 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,327 +616 +36.0% 0.12% $341K 2026-07-10 $145.17
2026 Q1 REDUCED 26.7% +10.5% 1,711 -624 -26.7% 0.13% $230K 2026-04-14 $131.80
2025 Q4 UNCHANGED 2,335 0% 0.13% $279K 2026-02-09 $129.21
2025 Q3 INITIATED 2,335 0.14% $264K 2025-11-14 $113.71

FAQ About William Mack & Associates, Inc. and DTM

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

How long has William Mack & Associates, Inc. reported owning DTM?

William Mack & Associates, Inc. reported DTM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported DTM position in William Mack & Associates, Inc.'s portfolio?

The largest reported portfolio weight for DTM was 0.14% in 2025 Q3.

What is the latest reported DTM position on this page?

The most recent filing on this page is 2026 Q2, when William Mack & Associates, Inc. reported 2,327 shares, equal to 0.12% of portfolio, with an estimated market value of $341K.

What does the chart on this DTM ownership page compare?

The chart compares William Mack & Associates, Inc.'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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