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Advisors Asset Management, Inc.: HESM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on HESM, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 159,390 HESM 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 159,390 shares
    Change vs previous 13F +3,550 shares

    0.09% of the 13F portfolio, value $5,993,064.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 155,840 shares
    Change vs previous 13F +8,286 shares

    0.1% of the 13F portfolio, value $6,057,501.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 147,554 shares
    Change vs previous 13F +14,541 shares

    0.09% of the 13F portfolio, value $5,090,613.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 133,013 shares
    Change vs previous 13F +29,278 shares

    0.08% of the 13F portfolio, value $4,595,599.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 103,735 shares
    Change vs previous 13F +22,985 shares

    0.07% of the 13F portfolio, value $3,994,835.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 80,750 shares
    Change vs previous 13F +8,083 shares

    0.06% of the 13F portfolio, value $3,414,918.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 72,667 shares
    Change vs previous 13F +4,728 shares

    0.05% of the 13F portfolio, value $2,690,859.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 67,939 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,396,209.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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