Skip to content
Disclosery

Heronetta Management, L.P.: WES position timeline

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

Heronetta Management, L.P. held 206,361 WES 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 206,361 shares
    Change vs previous 13F 0 shares

    8.29% of the 13F portfolio, value $9,030,357.

    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 206,361 shares
    Change vs previous 13F 0 shares

    7.75% of the 13F portfolio, value $8,495,882.

    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 206,361 shares
    Change vs previous 13F -22,225 shares

    4.71% of the 13F portfolio, value $8,151,260.

    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 228,586 shares
    Change vs previous 13F 0 shares

    4.92% of the 13F portfolio, value $8,981,144.

    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 228,586 shares
    Change vs previous 13F +813 shares

    4.93% of the 13F portfolio, value $8,846,278.

    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 227,773 shares
    Change vs previous 13F -900 shares

    5.1% of the 13F portfolio, value $9,329,582.

    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 228,673 shares
    Change vs previous 13F 0 shares

    5.02% of the 13F portfolio, value $8,787,903.

    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 228,673 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $8,749,029.

    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).