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Trajan Wealth LLC: HPE position timeline

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

Trajan Wealth LLC held 173,465 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 173,465 shares
    Change vs previous 13F -119,865 shares

    0.3% of the 13F portfolio, value $7,825,025.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 293,330 shares
    Change vs previous 13F +13,381 shares

    0.28% of the 13F portfolio, value $6,984,177.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 279,949 shares
    Change vs previous 13F -9,948 shares

    0.28% of the 13F portfolio, value $6,724,374.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 289,897 shares
    Change vs previous 13F -18,726 shares

    0.31% of the 13F portfolio, value $7,119,870.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 308,623 shares
    Change vs previous 13F -5,203 shares

    0.31% of the 13F portfolio, value $6,311,338.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 313,826 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,842,335.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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