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IVC Wealth Advisors LLC: HPE position timeline

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

IVC Wealth Advisors LLC held 27,758 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,758 shares
    Change vs previous 13F -1,763 shares

    0.49% of the 13F portfolio, value $1,252,163.

    13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors 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 29,521 shares
    Change vs previous 13F +1,048 shares

    0.31% of the 13F portfolio, value $702,895.

    13F-HR 0001842811-26-000002 filed by IVC Wealth Advisors 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 28,473 shares
    Change vs previous 13F +1,291 shares

    0.3% of the 13F portfolio, value $683,921.

    13F-HR 0001842811-26-000001 filed by IVC Wealth Advisors 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 27,182 shares
    Change vs previous 13F +2,210 shares

    0.3% of the 13F portfolio, value $667,590.

    13F-HR 0001842811-25-000003 filed by IVC Wealth Advisors 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 24,972 shares
    Change vs previous 13F +13,591 shares

    0.25% of the 13F portfolio, value $510,677.

    13F-HR 0001667731-25-000915 filed by IVC Wealth Advisors 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 11,381 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $175,609.

    13F-HR 0001667731-25-000382 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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