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Ascent Group, LLC: HPE position timeline

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

Ascent Group, LLC held 23,067 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,067 shares
    Change vs previous 13F -3,445 shares

    0.03% of the 13F portfolio, value $1,040,570.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 26,512 shares
    Change vs previous 13F -2,642 shares

    0.02% of the 13F portfolio, value $631,253.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 29,154 shares
    Change vs previous 13F -135 shares

    0.02% of the 13F portfolio, value $700,273.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 29,289 shares
    Change vs previous 13F +854 shares

    0.03% of the 13F portfolio, value $719,330.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 28,435 shares
    Change vs previous 13F +4,934 shares

    0.02% of the 13F portfolio, value $581,497.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 23,501 shares
    Change vs previous 13F -3,233 shares

    0.02% of the 13F portfolio, value $362,626.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 26,734 shares
    Change vs previous 13F +8,811 shares

    0.04% of the 13F portfolio, value $570,772.

    13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,923 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $366,705.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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