Skip to content
Disclosery

Sharp Wealth Advisory, LLC: HPE position timeline

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

Sharp Wealth Advisory, LLC held 6,844 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,844 shares
    Change vs previous 13F -1,985 shares

    0.14% of the 13F portfolio, value $308,730.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 8,829 shares
    Change vs previous 13F +8,829 shares

    0.1% of the 13F portfolio, value $210,220.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,785 shares

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 15,785 shares
    Change vs previous 13F +5,185 shares

    0.19% of the 13F portfolio, value $243,563.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 10,600 shares
    Change vs previous 13F -1,600 shares

    0.17% of the 13F portfolio, value $226,310.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 12,200 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $249,612.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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