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SECURED RETIREMENT ADVISORS, LLC: HPE position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 26,080 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,080 shares
    Change vs previous 13F +30 shares

    0.6% of the 13F portfolio, value $1,176,469.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT ADVISORS, 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 26,050 shares
    Change vs previous 13F -607 shares

    0.35% of the 13F portfolio, value $620,250.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT ADVISORS, 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 26,657 shares
    Change vs previous 13F -1,151 shares

    0.36% of the 13F portfolio, value $640,301.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT ADVISORS, 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 27,808 shares
    Change vs previous 13F -420 shares

    0.38% of the 13F portfolio, value $682,964.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT ADVISORS, 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 28,228 shares
    Change vs previous 13F -1,710 shares

    0.34% of the 13F portfolio, value $577,263.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT ADVISORS, 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 29,938 shares
    Change vs previous 13F -6,979 shares

    0.3% of the 13F portfolio, value $461,943.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT ADVISORS, 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 36,917 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $788,178.

    13F-HR 0001085146-25-000642 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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