B. Riley Wealth Advisors, Inc.: HPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on HPE, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 16,392 HPE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 16,392 sharesChange vs previous 13F -4,500 shares
0.04% of the 13F portfolio, value $1,047,295.
13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 20,892 sharesChange vs previous 13F +4,338 shares
0.05% of the 13F portfolio, value $927,804.
13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,554 sharesChange vs previous 13F +1,113 shares
0.02% of the 13F portfolio, value $374,279.
13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,441 sharesChange vs previous 13F +2,491 shares
0.02% of the 13F portfolio, value $370,900.
13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,950 sharesChange vs previous 13F -64 shares
0.02% of the 13F portfolio, value $318,043.
13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,014 sharesChange vs previous 13F -10,846 shares
0.01% of the 13F portfolio, value $266,146.
13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,860 sharesChange vs previous 13F -33,414 shares
0.01% of the 13F portfolio, value $368,157.
13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,274 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,229,372.
13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).