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Cetera Investment Advisers: HESM position timeline

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

Cetera Investment Advisers held 27,724 HESM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,724 shares
    Change vs previous 13F -11,956 shares

    <0.01% of the 13F portfolio, value $1,042,405.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 39,680 shares
    Change vs previous 13F -5,251 shares

    <0.01% of the 13F portfolio, value $1,542,364.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 44,931 shares
    Change vs previous 13F +378 shares

    <0.01% of the 13F portfolio, value $1,550,124.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 44,553 shares
    Change vs previous 13F +6,711 shares

    <0.01% of the 13F portfolio, value $1,539,333.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 37,842 shares
    Change vs previous 13F +1,080 shares

    <0.01% of the 13F portfolio, value $1,457,324.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 36,762 shares
    Change vs previous 13F +2,847 shares

    <0.01% of the 13F portfolio, value $1,554,665.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 33,915 shares
    Change vs previous 13F +5,072 shares

    <0.01% of the 13F portfolio, value $1,255,886.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 28,843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,017,291.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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