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
- period ended2026-06-3013F 173,465 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 293,330 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 279,949 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 289,897 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 308,623 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 313,826 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).