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West Financial Advisors, LLC → DMLP
West Financial Advisors, LLC DMLP Position History
Dorchester Minerals, L.P. • Energy
Quarters held
4
Latest value
$895
Q3 2026
Peak value
$895
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $652 |
| Q1 2026 | $813 |
| Q2 2026 | $771 |
| Q3 2026 | $895 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $895 | 32 | — | — |
| Q2 2026 | $771 | 31 | — | — |
| Q1 2026 | $813 | 30 | — | — |
| Q4 2025 | $652 | 29 | — | — |