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Disclosery

Modern Wealth Management, LLC: HPE position timeline

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

Modern Wealth Management, LLC held 55,229 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 55,229 shares
    Change vs previous 13F +320 shares

    0.03% of the 13F portfolio, value $2,491,391.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 54,909 shares
    Change vs previous 13F +5,595 shares

    0.02% of the 13F portfolio, value $1,316,727.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 49,314 shares
    Change vs previous 13F -555 shares

    0.02% of the 13F portfolio, value $1,184,531.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 49,869 shares
    Change vs previous 13F +100 shares

    0.02% of the 13F portfolio, value $1,224,789.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 49,769 shares
    Change vs previous 13F -9,133 shares

    0.03% of the 13F portfolio, value $1,017,780.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 58,902 shares
    Change vs previous 13F +27,327 shares

    0.03% of the 13F portfolio, value $908,861.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 31,575 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $674,131.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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