Pinnacle Wealth Planning Services, Inc.
Position in HPE — Hewlett Packard Enterprise Co
CIK 1726752
MANSFIELD, OH
Position in HPE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$536,177
+$254,172 QoQ
Shares Held
11,886
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#808
of 1,437 holders
Holding Since
Dec 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 Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $6,604,221 across 20 Communication Equipment names. HPE ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
38,857 | $4,564,143 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
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|
11,886 | $536,177 | |
| 3 | VSAT |
Viasat Inc
|
3,435 | $308,497 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
689 | $286,134 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
175 | $150,160 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
|
893 | $132,306 | |
| 7 | NOK |
Nokia Corp
|
9,878 | $131,179 | |
| 8 | EXTR |
Extreme Networks Inc
|
3,001 | $97,142 |
All Filings in HPE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,177 | 11,886 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||