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Disclosery

Lee Financial Co: HESM position timeline

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

Lee Financial Co held 7,108 HESM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,108 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $267,261.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 7,108 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $276,288.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 7,108 shares
    Change vs previous 13F -1,277 shares

    0.03% of the 13F portfolio, value $245,226.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 8,385 shares
    Change vs previous 13F +1,705 shares

    0.04% of the 13F portfolio, value $289,703.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 6,680 shares
    Change vs previous 13F +500 shares

    0.04% of the 13F portfolio, value $257,247.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 6,180 shares
    Change vs previous 13F -7,181 shares

    0.04% of the 13F portfolio, value $261,353.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    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 13,361 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $494,759.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    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 13,361 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $471,243.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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