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LVM CAPITAL MANAGEMENT LTD/MI: DTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVM CAPITAL MANAGEMENT LTD/MI on DTE, newest first. How the timeline and the estimate are built.

LVM CAPITAL MANAGEMENT LTD/MI held 1,508 DTE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,508 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $230,000.

    13F-HR 0001053054-26-000003 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,508 shares
    Change vs previous 13F +1,508 shares

    0.02% of the 13F portfolio, value $220,000.

    13F-HR 0001053054-26-000002 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,508 shares

    13F-HR 0001053054-26-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 1,508 shares
    Change vs previous 13F +1,508 shares

    0.02% of the 13F portfolio, value $213,000.

    13F-HR 0001053054-25-000010 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,508 shares

    13F-HR 0001053054-25-000005 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,508 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $209,000.

    13F-HR 0001053054-25-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).