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Disclosery

Peterson Wealth Services: HPE position timeline

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

Peterson Wealth Services held 11,765 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,765 shares
    Change vs previous 13F -78 shares

    0.12% of the 13F portfolio, value $530,713.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 11,843 shares
    Change vs previous 13F +2,254 shares

    0.07% of the 13F portfolio, value $281,980.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 9,589 shares
    Change vs previous 13F -6,179 shares

    0.06% of the 13F portfolio, value $230,316.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 15,768 shares
    Change vs previous 13F +6,652 shares

    0.07% of the 13F portfolio, value $235,220.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 9,116 shares
    Change vs previous 13F -869 shares

    0.05% of the 13F portfolio, value $186,415.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 9,985 shares
    Change vs previous 13F -281 shares

    0.05% of the 13F portfolio, value $154,076.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 10,266 shares
    Change vs previous 13F +40 shares

    0.07% of the 13F portfolio, value $219,184.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 10,226 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $209,229.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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