SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK: 0002016209
Latest filing: Aug 26, 2026

SEC filings (opens in a new tab)

HESM holding history

Hess Midstream LP in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HESM overview All 13F holders of HESM Full Q2 2026 holdings

Shares (Q2 2026): 6,800
Value: $271.1K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of HESM by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,800	$271.1K	0.2%	00.0%	Unchanged	Holders
Q1 2026	6,800	$265.5K	0.2%	00.0%	Unchanged	Holders
Q4 2025	6,800	$237.8K	0.2%	00.0%	Unchanged	Holders
Q3 2025	6,800	$232.4K	0.2%	00.0%	Unchanged	Holders
Q2 2025	6,800	$282.3K	0.2%	+6,800	New	Holders