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Turtle Creek Wealth Advisors, LLC → DTM

Turtle Creek Wealth Advisors, LLC DTM Position History

DT Midstream, Inc. • Energy

Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$706K
Q4 2025$1.1M
Q1 2026$1.3M
Q2 2026$1.4M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M11.2K——
Q2 2026$1.4M9.7K——
Q1 2026$1.3M9.5K——
Q4 2025$1.1M9.3K——
Q3 2025$706K6.2K——

Other funds holding DTM

Other Turtle Creek Wealth Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$131.1M
VGES

VANGUARD INDEX FDS

$124.8M
VGES

VANGUARD INDEX FDS

$101.4M
SPY

STATE STR SPDR S&P 500 ETF T

$90.5M
VGES

VANGUARD INDEX FDS

$88.8M
AAPL

APPLE INC

$84.5M
NVDA

NVIDIA CORPORATION

$76.5M
ETHA

ISHARES TR

$76.5M