Pinnacle Wealth Planning Services, Inc.
Position in HPE — Hewlett Packard Enterprise Co
CIK 1726752
MANSFIELD, OH
Position in HPE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$282,005
-$758 QoQ
Shares Held
11,844
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $4,492,342 across 19 Communication Equipment names. HPE ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
40,233 | $3,121,678 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
723 | $313,760 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
This page
|
11,844 | $282,005 | |
| 4 | VIAV |
Viavi Solutions Inc.
|
4,108 | $136,714 | |
| 5 | VSAT |
Viasat Inc
|
2,888 | $132,270 | |
| 6 | LITE |
Lumentum Holdings Inc.
|
97 | $68,167 | |
| 7 | ASTS |
AST SpaceMobile, Inc.
|
785 | $65,052 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
|
702 | $59,382 |
All Filings in HPE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,005 | 11,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $282,763 | 11,772 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $289,022 | 11,768 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $266,900 | 13,045 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $275,993 | 13,037 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $231,146 | 13,037 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $222,149 | 13,083 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $227,338 | 13,088 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $219,878 | 13,088 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $208,634 | 13,097 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $209,027 | 13,097 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $218,249 | 13,061 | Shares | Sole | 2022-04-20 | |
| 2020-12-31 | $82,973 | 7,002 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||