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Disclosery

Pathstone Holdings, LLC: HPE position timeline

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

Pathstone Holdings, LLC held 195,012 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,012 shares
    Change vs previous 13F +20,734 shares

    0.03% of the 13F portfolio, value $8,828,613.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 174,278 shares
    Change vs previous 13F +4,447 shares

    0.02% of the 13F portfolio, value $4,154,558.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 169,831 shares
    Change vs previous 13F -1,195 shares

    0.02% of the 13F portfolio, value $4,084,564.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 171,026 shares
    Change vs previous 13F +2,958 shares

    0.02% of the 13F portfolio, value $4,205,150.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 168,068 shares
    Change vs previous 13F +19,412 shares

    0.01% of the 13F portfolio, value $3,441,352.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 148,656 shares
    Change vs previous 13F -12,066 shares

    0.01% of the 13F portfolio, value $2,300,573.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 160,722 shares
    Change vs previous 13F +2,718 shares

    0.02% of the 13F portfolio, value $3,435,642.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 158,004 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,236,649.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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