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CAPTRUST FINANCIAL ADVISORS: HPE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 187,202 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,202 shares
    Change vs previous 13F +25,868 shares

    0.01% of the 13F portfolio, value $8,444,689.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 161,334 shares
    Change vs previous 13F +31,263 shares

    0.01% of the 13F portfolio, value $3,840,670.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 130,071 shares
    Change vs previous 13F +10,005 shares

    0.01% of the 13F portfolio, value $3,124,308.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 120,066 shares
    Change vs previous 13F -7,077 shares

    0.01% of the 13F portfolio, value $2,948,809.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 127,143 shares
    Change vs previous 13F +24,122 shares

    0.01% of the 13F portfolio, value $2,600,083.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 103,021 shares
    Change vs previous 13F -12,803 shares

    <0.01% of the 13F portfolio, value $1,589,612.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 115,824 shares
    Change vs previous 13F +22,089 shares

    0.01% of the 13F portfolio, value $2,472,851.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 93,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,917,823.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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