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Steward Partners Investment Advisory, LLC: HPE position timeline

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

Steward Partners Investment Advisory, LLC held 219,871 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,871 shares
    Change vs previous 13F -43,909 shares

    0.05% of the 13F portfolio, value $9,918,369.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 263,780 shares
    Change vs previous 13F -46,629 shares

    0.03% of the 13F portfolio, value $6,280,590.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 ended2025-12-31
    13F 310,409 shares
    Change vs previous 13F +13,657 shares

    0.04% of the 13F portfolio, value $7,456,031.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 296,752 shares
    Change vs previous 13F +918 shares

    0.04% of the 13F portfolio, value $7,288,231.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 ended2025-06-30
    13F 295,834 shares
    Change vs previous 13F +76,752 shares

    0.05% of the 13F portfolio, value $6,049,804.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 ended2025-03-31
    13F 219,082 shares
    Change vs previous 13F -98,460 shares

    0.03% of the 13F portfolio, value $3,380,435.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 317,542 shares
    Change vs previous 13F +89,353 shares

    0.06% of the 13F portfolio, value $6,779,530.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 228,189 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,668,748.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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