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Atria Wealth Solutions, Inc.: HPE position timeline

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

Atria Wealth Solutions, Inc. held 17,422 HPE shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 17,422 shares
    Change vs previous 13F -13,531 shares

    0.01% of the 13F portfolio, value $357,643.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 30,953 shares
    Change vs previous 13F +1,057 shares

    0.01% of the 13F portfolio, value $478,800.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 29,896 shares
    Change vs previous 13F -3,086 shares

    0.01% of the 13F portfolio, value $639,500.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 32,982 shares
    Change vs previous 13F +17,732 shares

    0.01% of the 13F portfolio, value $675,957.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 15,250 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $323,854.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 15,301 shares
    Change vs previous 13F +381 shares

    <0.01% of the 13F portfolio, value $272,295.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 14,920 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $254,339.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 15,054 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,411.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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