Skip to content
Disclosery

Recurrent Investment Advisors LLC: DTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Recurrent Investment Advisors LLC on DTM, newest first. How the timeline and the estimate are built.

Recurrent Investment Advisors LLC held 355,154 DTM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,154 shares
    Change vs previous 13F -2 shares

    3.24% of the 13F portfolio, value $52,115,298.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors LLC
    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 355,156 shares
    Change vs previous 13F +1,370 shares

    2.88% of the 13F portfolio, value $47,828,857.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors LLC
    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 353,786 shares
    Change vs previous 13F +1,768 shares

    3.13% of the 13F portfolio, value $42,341,108.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 352,018 shares
    Change vs previous 13F +1,090 shares

    3.05% of the 13F portfolio, value $39,799,155.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors LLC
    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 350,928 shares
    Change vs previous 13F +750 shares

    3.12% of the 13F portfolio, value $38,570,497.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 350,178 shares
    Change vs previous 13F +10,649 shares

    2.86% of the 13F portfolio, value $33,785,173.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 339,529 shares
    Change vs previous 13F +11,670 shares

    3.1% of the 13F portfolio, value $33,759,368.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 327,859 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $25,789,389.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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