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Disclosery

LPL Financial LLC: HESM position timeline

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

LPL Financial LLC held 240,412 HESM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,412 shares
    Change vs previous 13F +35,848 shares

    <0.01% of the 13F portfolio, value $9,039,506.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 204,564 shares
    Change vs previous 13F +6,058 shares

    <0.01% of the 13F portfolio, value $7,951,403.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 198,506 shares
    Change vs previous 13F -23,427 shares

    <0.01% of the 13F portfolio, value $6,848,462.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 221,933 shares
    Change vs previous 13F -9,775 shares

    <0.01% of the 13F portfolio, value $7,667,800.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 231,708 shares
    Change vs previous 13F +36,280 shares

    <0.01% of the 13F portfolio, value $8,923,094.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 195,428 shares
    Change vs previous 13F +818 shares

    <0.01% of the 13F portfolio, value $8,264,633.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 194,610 shares
    Change vs previous 13F +8,942 shares

    <0.01% of the 13F portfolio, value $7,206,399.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 185,668 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,548,498.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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