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Abundance Wealth Counselors: HPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on HPE, newest first. How the timeline and the estimate are built.

Abundance Wealth Counselors held 133,338 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,338 shares
    Change vs previous 13F +61,317 shares

    0.39% of the 13F portfolio, value $6,014,877.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 72,021 shares
    Change vs previous 13F +1,987 shares

    0.25% of the 13F portfolio, value $1,714,820.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 70,034 shares
    Change vs previous 13F -640 shares

    0.28% of the 13F portfolio, value $1,682,225.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 70,674 shares
    Change vs previous 13F -1,125 shares

    0.3% of the 13F portfolio, value $1,735,753.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 71,799 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,468,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

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