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Kestra Advisory Services, LLC: HPE position timeline

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

Kestra Advisory Services, LLC held 139,206 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,206 shares
    Change vs previous 13F -75,628 shares

    0.02% of the 13F portfolio, value $6,279,613.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 58,068 shares
    • Kestra Advisory Services, LLC: 81,138 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 214,834 shares
    Change vs previous 13F +22,954 shares

    0.01% of the 13F portfolio, value $5,115,182.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,964 shares
    • Kestra Advisory Services, LLC: 141,814 shares
    • Kestra Investment Management, LLC: 13,056 shares

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

  3. period ended2025-12-31
    13F 191,880 shares
    Change vs previous 13F +9,695 shares

    0.01% of the 13F portfolio, value $4,608,963.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,032 shares
    • Kestra Advisory Services, LLC: 124,224 shares
    • Kestra Investment Management, LLC: 11,624 shares

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

  4. period ended2025-09-30
    13F 182,185 shares
    Change vs previous 13F +11,060 shares

    0.01% of the 13F portfolio, value $4,474,441.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,795 shares
    • Kestra Advisory Services, LLC: 117,463 shares
    • Kestra Investment Management, LLC: 12,927 shares

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

  5. period ended2025-06-30
    13F/A 171,125 shares
    Change vs previous 13F +2,774 shares

    0.01% of the 13F portfolio, value $3,499,498.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,936 shares
    • Kestra Advisory Services, LLC: 112,116 shares
    • Kestra Investment Management, LLC: 13,073 shares

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

  6. period ended2025-03-31
    13F/A 168,351 shares
    Change vs previous 13F +4,945 shares

    0.01% of the 13F portfolio, value $2,597,657.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,760 shares
    • Kestra Advisory Services, LLC: 126,393 shares
    • Kestra Investment Management, LLC: 1,198 shares

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

  7. period ended2024-12-31
    13F 163,406 shares
    Change vs previous 13F +35,416 shares

    0.01% of the 13F portfolio, value $3,488,718.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,408 shares
    • Kestra Advisory Services, LLC: 124,998 shares

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

  8. period ended2024-09-30
    13F 127,990 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,618,673.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,668 shares
    • Kestra Advisory Services, LLC: 88,322 shares

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