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Disclosery

Castellan Group: HESM position timeline

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

Castellan Group held 113,021 HESM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,021 shares
    Change vs previous 13F +14,149 shares

    0.47% of the 13F portfolio, value $4,249,590.

    13F-HR 0001832521-26-000003 filed by Castellan Group
    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 98,872 shares
    Change vs previous 13F +8,909 shares

    0.53% of the 13F portfolio, value $3,843,155.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    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 89,963 shares
    Change vs previous 13F +5,385 shares

    0.39% of the 13F portfolio, value $3,103,724.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    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 84,578 shares
    Change vs previous 13F +5,755 shares

    0.42% of the 13F portfolio, value $2,922,170.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    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 78,823 shares
    Change vs previous 13F +6,010 shares

    0.56% of the 13F portfolio, value $3,035,474.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    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 72,813 shares
    Change vs previous 13F -25,297 shares

    0.86% of the 13F portfolio, value $3,079,262.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    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 98,110 shares
    Change vs previous 13F -8,589 shares

    1.57% of the 13F portfolio, value $3,633,013.

    13F-HR 0001832521-25-000002 filed by Castellan Group
    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 106,699 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,763,274.

    13F-HR 0001832521-24-000010 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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