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Long Run Wealth Advisors, LLC: HPE position timeline

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

Long Run Wealth Advisors, LLC held 69,810 HPE shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 69,810 shares
    Change vs previous 13F +1,804 shares

    0.32% of the 13F portfolio, value $1,676,825.

    13F-HR 0002085853-26-000159 filed by Long Run 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 ended2025-09-30
    13F 68,006 shares
    Change vs previous 13F -16,817 shares

    0.33% of the 13F portfolio, value $1,670,223.

    13F-HR 0002085853-25-000038 filed by Long Run 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 ended2025-06-30
    13F 84,823 shares
    Change vs previous 13F -4,109 shares

    0.36% of the 13F portfolio, value $1,734,633.

    13F-HR 0001667731-25-001057 filed by Long Run 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 ended2025-03-31
    13F 88,932 shares
    Change vs previous 13F +29,400 shares

    0.31% of the 13F portfolio, value $1,372,217.

    13F-HR 0001667731-25-000397 filed by Long Run 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 ended2024-12-31
    13F 59,532 shares
    Change vs previous 13F -7,669 shares

    0.3% of the 13F portfolio, value $1,271,000.

    13F-HR 0001667731-25-000135 filed by Long Run 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 ended2024-09-30
    13F 67,201 shares
    Change vs previous 13F +3,011 shares

    0.32% of the 13F portfolio, value $1,374,925.

    13F-HR 0001903296-24-000005 filed by Long Run Wealth 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 ended2024-06-30
    13F 64,190 shares
    Change vs previous 13F -613 shares

    0.34% of the 13F portfolio, value $1,358,892.

    13F-HR 0001903296-24-000003 filed by Long Run Wealth 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 ended2024-03-31
    13F 64,803 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,148,959.

    13F-HR 0001903296-24-000002 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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