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Lifeworks Advisors, LLC: HPE position timeline

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

Lifeworks Advisors, LLC held 275,220 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,220 shares
    Change vs previous 13F -36,150 shares

    1.3% of the 13F portfolio, value $12,415,190.

    13F-HR 0001951757-26-001262 filed by Lifeworks 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 311,370 shares
    Change vs previous 13F +62,844 shares

    0.95% of the 13F portfolio, value $7,413,727.

    13F-HR 0001951757-26-000767 filed by Lifeworks 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 248,526 shares
    Change vs previous 13F +32,782 shares

    0.77% of the 13F portfolio, value $5,969,596.

    13F-HR 0001951757-26-000453 filed by Lifeworks 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 215,744 shares
    Change vs previous 13F +47,855 shares

    0.71% of the 13F portfolio, value $5,298,684.

    13F-HR 0001951757-25-001383 filed by Lifeworks 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 167,889 shares
    Change vs previous 13F +22,203 shares

    0.51% of the 13F portfolio, value $3,433,334.

    13F-HR 0001951757-25-001025 filed by Lifeworks 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 145,686 shares
    Change vs previous 13F +6,136 shares

    0.37% of the 13F portfolio, value $2,247,927.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, LLC
    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 139,550 shares
    Change vs previous 13F +26,786 shares

    0.54% of the 13F portfolio, value $2,979,382.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, LLC
    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 112,764 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,307,151.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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