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PERSONAL CFO SOLUTIONS, LLC: HPE position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 9,769 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,769 shares
    Change vs previous 13F -4,781 shares

    0.06% of the 13F portfolio, value $442,081.

    13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, 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 14,550 shares
    Change vs previous 13F +1,644 shares

    0.05% of the 13F portfolio, value $348,459.

    13F-HR 0001677501-26-000005 filed by PERSONAL CFO SOLUTIONS, 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 12,906 shares
    Change vs previous 13F +1,921 shares

    0.05% of the 13F portfolio, value $310,004.

    13F-HR 0001677501-26-000002 filed by PERSONAL CFO SOLUTIONS, 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 10,985 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $269,792.

    13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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