Vest Financial, LLC: HPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vest Financial, LLC on HPE, newest first. How the timeline and the estimate are built.
Vest Financial, LLC held 127,669 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 127,669 sharesChange vs previous 13F -16,200 shares
0.06% of the 13F portfolio, value $5,759,149.
13F-HR 0001709632-26-000006 filed by Vest Financial, 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 143,869 sharesChange vs previous 13F +35,290 shares
0.04% of the 13F portfolio, value $3,425,521.
13F-HR 0001709632-26-000004 filed by Vest Financial, 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 108,579 sharesChange vs previous 13F +42,629 shares
0.03% of the 13F portfolio, value $2,608,068.
13F-HR 0001709632-26-000002 filed by Vest Financial, 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 65,950 sharesChange vs previous 13F -43,183 shares
0.02% of the 13F portfolio, value $1,619,732.
13F-HR 0001709632-25-000006 filed by Vest Financial, 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 109,133 sharesChange vs previous 13F -16,928 shares
0.03% of the 13F portfolio, value $2,231,770.
13F-HR 0001085146-25-004177 filed by Vest Financial, 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 126,061 sharesChange vs previous 13F +99,110 shares
0.03% of the 13F portfolio, value $1,945,121.
13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,951 sharesChange vs previous 13F +5,470 shares
0.01% of the 13F portfolio, value $575,404.
13F-HR 0001085146-25-000544 filed by Vest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,481 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $439,501.
13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).