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OSAIC HOLDINGS, INC.: HPE position timeline

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

OSAIC HOLDINGS, INC. held 166,469 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,469 shares
    Change vs previous 13F +66,112 shares

    0.01% of the 13F portfolio, value $7,510,194.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    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 100,357 shares
    Change vs previous 13F -12,820 shares

    <0.01% of the 13F portfolio, value $2,389,830.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    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 113,177 shares
    Change vs previous 13F -132,174 shares

    <0.01% of the 13F portfolio, value $2,718,459.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    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 245,351 shares
    Change vs previous 13F +99,080 shares

    0.01% of the 13F portfolio, value $5,648,423.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    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/A 146,271 shares
    Change vs previous 13F +35,632 shares

    0.01% of the 13F portfolio, value $2,928,836.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 110,639 shares
    Change vs previous 13F -58,974 shares

    <0.01% of the 13F portfolio, value $1,707,295.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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/A 169,613 shares
    Change vs previous 13F +28,538 shares

    0.01% of the 13F portfolio, value $3,621,381.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 141,075 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,886,540.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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