Position in HESM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$310,989
-$5,801 QoQ
Shares Held
8,271
+1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#204
of 282 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Kaizen Financial Strategies holds $1,325,859 across 4 Oil & Gas Midstream names. HESM ranks #2 (23.5% of the industry book) .
All Filings in HESM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,989 | 8,271 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $316,790 | 8,150 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $320,643 | 9,294 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $339,315 | 9,821 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $493,775 | 12,822 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $532,473 | 12,591 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $459,875 | 12,419 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $429,729 | 12,184 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $400,985 | 11,004 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $393,961 | 10,904 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $269,645 | 8,525 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||