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Advisors Asset Management, Inc.: HPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on HPE, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 275,632 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,632 shares
    Change vs previous 13F -153,639 shares

    0.19% of the 13F portfolio, value $12,433,760.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 429,271 shares
    Change vs previous 13F -24,186 shares

    0.17% of the 13F portfolio, value $10,220,943.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 453,457 shares
    Change vs previous 13F -105,245 shares

    0.18% of the 13F portfolio, value $10,892,037.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 558,702 shares
    Change vs previous 13F +60,353 shares

    0.23% of the 13F portfolio, value $13,721,721.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 498,349 shares
    Change vs previous 13F +158,224 shares

    0.18% of the 13F portfolio, value $10,191,237.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 340,125 shares
    Change vs previous 13F +89,426 shares

    0.1% of the 13F portfolio, value $5,248,129.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 250,699 shares
    Change vs previous 13F +51,224 shares

    0.1% of the 13F portfolio, value $5,352,424.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 199,475 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,081,259.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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