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Focus Partners Wealth: HPE position timeline

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

Focus Partners Wealth held 256,969 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 256,969 shares
    Change vs previous 13F -207,047 shares

    0.01% of the 13F portfolio, value $11,596,010.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 218,857 shares
    • Focus Partners Advisor Solutions, LLC: 38,112 shares

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

  2. period ended2026-03-31
    13F 464,016 shares
    Change vs previous 13F +78,144 shares

    0.01% of the 13F portfolio, value $11,084,303.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 411,078 shares
    • Focus Partners Advisor Solutions, LLC: 52,938 shares

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

  3. period ended2025-12-31
    13F 385,872 shares
    Change vs previous 13F +295,435 shares

    0.01% of the 13F portfolio, value $9,269,677.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 356,370 shares
    • Focus Partners Advisor Solutions, LLC: 29,502 shares

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

  4. period ended2025-09-30
    13F 90,437 shares
    Change vs previous 13F -26,805 shares

    <0.01% of the 13F portfolio, value $2,208,897.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 54,096 shares
    • Focus Partners Advisor Solutions, LLC: 36,341 shares

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

  5. period ended2025-06-30
    13F 117,242 shares
    Change vs previous 13F +755 shares

    <0.01% of the 13F portfolio, value $2,394,690.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 77,687 shares
    • Focus Partners Advisor Solutions, LLC: 39,555 shares

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

  6. period ended2025-03-31
    13F/A 116,487 shares
    Change vs previous 13F -6,304 shares

    <0.01% of the 13F portfolio, value $1,797,560.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 75,183 shares
    • Focus Partners Advisor Solutions, LLC: 41,304 shares

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

  7. period ended2024-12-31
    13F/A 122,791 shares
    Change vs previous 13F -1,907 shares

    0.01% of the 13F portfolio, value $2,621,624.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 96,858 shares
    • Focus Partners Advisor Solutions, LLC: 25,933 shares

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

  8. period ended2024-09-30
    13F 124,698 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,551,356.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 94,242 shares
    • Focus Partners Advisor Solutions, LLC: 30,456 shares

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