Transamerica Financial Advisors, LLC
Position in HPE — Hewlett Packard Enterprise Co
CIK 1502149
CEDAR RAPIDS, IA
Position in HPE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,119
+$12,850 QoQ
Shares Held
803
+207.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $1,805,049 across 12 Communication Equipment names. HPE ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
18,798 | $1,458,536 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
535 | $232,173 | |
| 3 | CIEN |
Ciena Corp
|
150 | $58,234 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
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|
803 | $19,119 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
17 | $11,946 | |
| 6 | ERIC |
Ericsson Lm Telephone Co
|
1,036 | $11,675 | |
| 7 | UI |
Ubiquiti Inc.
|
8 | $6,322 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
21 | $4,390 |
All Filings in HPE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,119 | 803 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,269 | 261 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,161 | 88 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $143 | 7 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $108 | 7 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $149 | 7 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $306 | 15 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,778 | 84 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,489 | 84 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $145,552 | 8,572 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $211,757 | 12,191 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $283,197 | 16,857 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $273,358 | 17,160 | Shares | Sole | 2023-05-15 | |
| 2020-06-30 | $9 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||