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Sequoia Financial Advisors, LLC: HPE position timeline

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

Sequoia Financial Advisors, LLC held 77,284 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,284 shares
    Change vs previous 13F -1,588 shares

    0.02% of the 13F portfolio, value $3,486,277.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 78,872 shares
    Change vs previous 13F +8,992 shares

    0.01% of the 13F portfolio, value $1,877,940.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 69,880 shares
    Change vs previous 13F +22,511 shares

    0.01% of the 13F portfolio, value $1,678,526.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 47,369 shares
    Change vs previous 13F +4,861 shares

    0.01% of the 13F portfolio, value $1,163,386.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 42,508 shares
    Change vs previous 13F +20,971 shares

    0.01% of the 13F portfolio, value $869,294.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 21,537 shares
    Change vs previous 13F -3,451 shares

    <0.01% of the 13F portfolio, value $332,315.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 24,988 shares
    Change vs previous 13F +4,916 shares

    0.01% of the 13F portfolio, value $533,491.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, 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 20,072 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $410,674.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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