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Westover Capital Advisors, LLC: HESM position timeline

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

Westover Capital Advisors, LLC held 96,913 HESM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,913 shares
    Change vs previous 13F +920 shares

    0.61% of the 13F portfolio, value $3,643,929.

    13F-HR 0001483467-26-000003 filed by Westover Capital Advisors, 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 95,993 shares
    Change vs previous 13F +638 shares

    0.69% of the 13F portfolio, value $3,731,247.

    13F-HR 0001483467-26-000002 filed by Westover Capital Advisors, 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 95,355 shares
    Change vs previous 13F +12,747 shares

    0.6% of the 13F portfolio, value $3,289,748.

    13F-HR 0001483467-26-000001 filed by Westover Capital Advisors, 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 82,608 shares
    Change vs previous 13F +2,178 shares

    0.53% of the 13F portfolio, value $2,854,106.

    13F-HR 0001483467-25-000009 filed by Westover Capital Advisors, 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 80,430 shares
    Change vs previous 13F -3,342 shares

    0.62% of the 13F portfolio, value $3,097,359.

    13F-HR 0001483467-25-000008 filed by Westover Capital Advisors, 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 83,772 shares
    Change vs previous 13F +1,259 shares

    0.79% of the 13F portfolio, value $3,542,718.

    13F-HR 0001262677-25-000002 filed by Westover Capital Advisors, 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 82,513 shares
    Change vs previous 13F +3,695 shares

    0.67% of the 13F portfolio, value $3,055,456.

    13F-HR 0001483467-25-000002 filed by Westover Capital Advisors, 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 78,818 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,779,911.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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