BSW Wealth Partners

Position in HPE — Hewlett Packard Enterprise Co

CIK 1512601 BOULDER, CO

Position in HPE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$205,566

-$46,179 QoQ

Shares Held

4,557

-69.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,110

of 1,433 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BSW Wealth Partners holds $1,726,820 across 4 Communication Equipment names. HPE ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	9,060	$1,064,187
2	MSI	Motorola Solutions, Inc.	724	$300,669
3	HPE	Hewlett Packard Enterprise Co This page	4,557	$205,566
4	NOK	Nokia Corp	11,777	$156,398

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,566	4,557	-69.3%	Shares	Sole	2026-07-15
2023-12-31	$251,745	14,826	-1.2%	Shares	Sole	2024-01-25
2023-09-30	$260,532	14,999	-20.8%	Shares	Sole	2023-10-27
2023-06-30	$318,057	18,932	-1.9%	Shares	Sole	2023-08-11
2023-03-31	$307,353	19,294	-3.2%	Shares	Sole	2023-05-15
2022-12-31	$317,987	19,924	-16.4%	Shares	Sole	2023-02-14
2022-09-30	$285,519	23,833	+7.8%	Shares	Sole	2022-11-14
2022-06-30	$293,231	22,114	-0.4%	Shares	Sole	2022-08-15
2022-03-31	$371,162	22,212	+7.3%	Shares	Sole	2022-05-16
2021-12-31	$326,596	20,710	+1.1%	Shares	Sole	2022-02-14
2021-09-30	$292,011	20,492	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.