Independent Advisor Alliance
Position in HPE — Hewlett Packard Enterprise Co
CIK 1696899
CHARLOTTE, NC
Position in HPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,900,165
+$1,904,245 QoQ
Shares Held
86,459
+3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#397
of 1,428 holders
Holding Since
Sep 2023
8 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, 2026Independent Advisor Alliance holds $22,803,375 across 10 Communication Equipment names. HPE ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
120,603 | $14,166,027 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
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|
86,459 | $3,900,165 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
1,167 | $1,001,355 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
2,349 | $975,515 | |
| 5 | ASTS |
AST SpaceMobile, Inc.
|
9,566 | $850,034 | |
| 6 | CIEN |
Ciena Corp
|
1,640 | $804,517 | |
| 7 | VISN |
Vistance Networks, Inc.
|
35,164 | $449,395 | |
| 8 | NOK |
Nokia Corp
|
22,369 | $297,060 |
All Filings in HPE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,900,165 | 86,459 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,995,920 | 83,827 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,021,642 | 84,165 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $260,826 | 10,620 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $209,734 | 10,256 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $210,757 | 13,659 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $320,954 | 15,033 | Shares | Sole | 2025-02-07 | |
| 2023-09-30 | $191,156 | 11,005 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||