Position in HPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,044
+$8,520 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,298
of 1,433 holders
Holding Since
Sep 2020
23 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 Jun 30, 2026Heritage Wealth Advisors holds $2,034,762 across 4 Communication Equipment names. HPE ranks #2 (0.9% of the industry book) .
All Filings in HPE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,044 | 400 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,524 | 400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,608 | 400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,824 | 400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,180 | 400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,172 | 400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,540 | 400 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,184 | 400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,468 | 400 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $7,092 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $6,792 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $6,948 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $6,720 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $6,372 | 400 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,384 | 400 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $4,792 | 400 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $5,304 | 400 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,684 | 400 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,308 | 400 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $5,700 | 400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,832 | 400 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $1,422 | 120 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,960 | 316 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||