Skip to content
Disclosery

Herold Advisors, Inc.: HPE position timeline

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

Herold Advisors, Inc. held 8,789 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,789 shares
    Change vs previous 13F -300 shares

    0.08% of the 13F portfolio, value $397,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, 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 9,089 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $216,409.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, 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 9,089 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $218,318.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, 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 9,089 shares
    Change vs previous 13F -1,856 shares

    0.05% of the 13F portfolio, value $223,226.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, 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 10,945 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $223,825.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, 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 10,945 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $168,881.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, 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 9,945 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $212,326.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, 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 9,945 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $203,475.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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