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AE Wealth Management LLC: HPE position timeline

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

AE Wealth Management LLC held 19,839 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,839 shares
    Change vs previous 13F +2,101 shares

    <0.01% of the 13F portfolio, value $894,963.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 17,738 shares
    Change vs previous 13F +220 shares

    <0.01% of the 13F portfolio, value $422,359.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 17,518 shares
    Change vs previous 13F +1,345 shares

    <0.01% of the 13F portfolio, value $420,782.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 16,173 shares
    Change vs previous 13F -21,205 shares

    <0.01% of the 13F portfolio, value $397,202.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 37,378 shares
    Change vs previous 13F -5,247 shares

    0.01% of the 13F portfolio, value $764,381.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 42,625 shares
    Change vs previous 13F -7,745 shares

    0.01% of the 13F portfolio, value $657,706.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 50,370 shares
    Change vs previous 13F +4,747 shares

    0.01% of the 13F portfolio, value $1,075,392.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 45,623 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $933,442.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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