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BAR HARBOR WEALTH MANAGEMENT: HPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAR HARBOR WEALTH MANAGEMENT on HPE, newest first. How the timeline and the estimate are built.

BAR HARBOR WEALTH MANAGEMENT held 90,172 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,172 shares
    Change vs previous 13F -12,165 shares

    0.22% of the 13F portfolio, value $4,067,659.

    13F-HR 0001035463-26-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 102,337 shares
    Change vs previous 13F -4,760 shares

    0.14% of the 13F portfolio, value $2,436,644.

    13F-HR 0001035463-26-000002 filed by BAR HARBOR WEALTH MANAGEMENT
    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 107,097 shares
    Change vs previous 13F -935 shares

    0.15% of the 13F portfolio, value $2,572,470.

    13F-HR 0001035463-26-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 108,032 shares
    Change vs previous 13F +2,834 shares

    0.16% of the 13F portfolio, value $2,653,266.

    13F-HR 0001035463-25-000006 filed by BAR HARBOR WEALTH MANAGEMENT
    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 105,198 shares
    Change vs previous 13F -2,122 shares

    0.14% of the 13F portfolio, value $2,151,299.

    13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
    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 107,320 shares
    Change vs previous 13F +97,920 shares

    0.11% of the 13F portfolio, value $1,655,948.

    13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 9,400 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,690.

    13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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