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MISSION WEALTH MANAGEMENT, LP: HPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on HPE, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 125,322 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,322 shares
    Change vs previous 13F +56,744 shares

    0.07% of the 13F portfolio, value $5,653,276.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 68,578 shares
    Change vs previous 13F -135 shares

    0.03% of the 13F portfolio, value $1,632,853.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 68,713 shares
    Change vs previous 13F -2,379 shares

    0.03% of the 13F portfolio, value $1,650,490.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 71,092 shares
    Change vs previous 13F -914 shares

    0.04% of the 13F portfolio, value $1,746,009.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 72,006 shares
    Change vs previous 13F -701 shares

    0.03% of the 13F portfolio, value $1,472,513.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 72,707 shares
    Change vs previous 13F +7,305 shares

    0.03% of the 13F portfolio, value $1,121,863.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 65,402 shares
    Change vs previous 13F +1,615 shares

    0.03% of the 13F portfolio, value $1,396,324.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 63,787 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,305,083.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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