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Heronetta Management, L.P.: HESM position timeline

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

Heronetta Management, L.P. held 92,505 HESM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,505 shares
    Change vs previous 13F 0 shares

    3.19% of the 13F portfolio, value $3,478,188.

    13F-HR 0000922423-26-000018 filed by Heronetta Management, L.P.
    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 92,505 shares
    Change vs previous 13F -1,400 shares

    3.28% of the 13F portfolio, value $3,595,669.

    13F-HR 0000922423-26-000014 filed by Heronetta Management, L.P.
    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 93,905 shares
    Change vs previous 13F -9,050 shares

    1.87% of the 13F portfolio, value $3,239,723.

    13F-HR 0000922423-26-000012 filed by Heronetta Management, L.P.
    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 102,955 shares
    Change vs previous 13F 0 shares

    1.95% of the 13F portfolio, value $3,557,095.

    13F-HR 0000922423-25-000048 filed by Heronetta Management, L.P.
    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 102,955 shares
    Change vs previous 13F 0 shares

    2.21% of the 13F portfolio, value $3,964,797.

    13F-HR 0001140361-25-028999 filed by Heronetta Management, L.P.
    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 102,955 shares
    Change vs previous 13F -1,500 shares

    2.38% of the 13F portfolio, value $4,353,967.

    13F-HR 0000922423-25-000035 filed by Heronetta Management, L.P.
    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 104,455 shares
    Change vs previous 13F 0 shares

    2.21% of the 13F portfolio, value $3,867,969.

    13F-HR 0000922423-25-000016 filed by Heronetta Management, L.P.
    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 104,455 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $3,684,128.

    13F-HR 0000922423-24-000071 filed by Heronetta Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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