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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

HESM holding history

Hess Midstream LP in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HESM overviewAll 13F holders of HESMFull Q2 2026 holdings

Shares (Q2 2026)
42,260
Value
$1.59M
% of portfolio
0.2%
Quarters held
20
Since Q3 2021
Holdings of HESM by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,260$1.59M0.2%00.0%UnchangedHolders
Q1 202642,260$1.64M0.2%00.0%UnchangedHolders
Q4 202542,260$1.46M0.2%00.0%UnchangedHolders
Q3 202542,260$1.46M0.2%00.0%UnchangedHolders
Q2 202542,260$1.63M0.3%00.0%UnchangedHolders
Q1 202542,260$1.79M0.3%00.0%UnchangedHolders
Q4 202442,260$1.56M0.3%00.0%UnchangedHolders
Q3 202442,260$1.49M0.3%00.0%UnchangedHolders
Q2 202442,260$1.54M0.3%+6,998+19.8%AddedHolders
Q1 202435,262$1.27M0.3%+9,093+34.7%AddedHolders
Q4 202326,169$827.7K0.2%00.0%UnchangedHolders
Q3 202326,169$762.3K0.2%+870+3.4%AddedHolders
Q2 202325,299$776.2K0.2%00.0%UnchangedHolders
Q1 202325,299$732.2K0.2%00.0%UnchangedHolders
Q4 202225,299$756.9K0.2%00.0%UnchangedHolders
Q3 202225,299$646.0K0.2%00.0%UnchangedHolders
Q2 202225,299$708.0K0.2%00.0%UnchangedHolders
Q1 202225,299$759.0K0.2%00.0%UnchangedHolders
Q4 202125,299$707.0K0.2%00.0%UnchangedHolders
Q3 202125,299$714.0K0.2%+25,299NewHolders