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Disclosery

NewEdge Wealth, LLC: HPE position timeline

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

NewEdge Wealth, LLC held 16,139 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,139 shares
    Change vs previous 13F -3,022 shares

    0.01% of the 13F portfolio, value $728,030.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 19,161 shares
    Change vs previous 13F -23,401 shares

    0.01% of the 13F portfolio, value $456,217.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 42,562 shares
    Change vs previous 13F +17,362 shares

    0.01% of the 13F portfolio, value $1,022,347.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 25,200 shares
    Change vs previous 13F -114,358 shares

    0.01% of the 13F portfolio, value $597,492.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 139,558 shares
    Change vs previous 13F -1,330 shares

    0.04% of the 13F portfolio, value $2,846,982.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 140,888 shares
    Change vs previous 13F +5,030 shares

    0.04% of the 13F portfolio, value $2,173,905.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 135,858 shares
    Change vs previous 13F +12,253 shares

    0.05% of the 13F portfolio, value $2,900,565.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 123,605 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,528,955.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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