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WealthShield Partners, LLC: HPE position timeline

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

WealthShield Partners, LLC held 89,267 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,267 shares
    Change vs previous 13F -8,280 shares

    0.62% of the 13F portfolio, value $4,039,646.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 97,547 shares
    Change vs previous 13F +3,039 shares

    0.26% of the 13F portfolio, value $2,322,601.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 94,508 shares
    Change vs previous 13F +9,149 shares

    0.25% of the 13F portfolio, value $2,270,094.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 85,359 shares
    Change vs previous 13F +1,153 shares

    0.24% of the 13F portfolio, value $2,096,422.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 84,206 shares
    Change vs previous 13F -32,763 shares

    0.21% of the 13F portfolio, value $1,722,010.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 116,969 shares
    Change vs previous 13F +63,752 shares

    0.23% of the 13F portfolio, value $1,811,671.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 53,217 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,143,012.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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