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Waverly Advisors, LLC: HPE position timeline

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

Waverly Advisors, LLC held 50,612 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,612 shares
    Change vs previous 13F +23,017 shares

    0.01% of the 13F portfolio, value $2,283,094.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 27,595 shares
    Change vs previous 13F +4,931 shares

    <0.01% of the 13F portfolio, value $657,043.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 22,664 shares
    Change vs previous 13F +5,673 shares

    <0.01% of the 13F portfolio, value $544,389.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 16,991 shares
    Change vs previous 13F +1,412 shares

    <0.01% of the 13F portfolio, value $417,291.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 15,579 shares
    Change vs previous 13F +638 shares

    <0.01% of the 13F portfolio, value $318,594.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 14,941 shares
    Change vs previous 13F +1,772 shares

    <0.01% of the 13F portfolio, value $230,539.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 13,169 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,167.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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