Integrated Wealth Concepts LLC
Position in HPE — Hewlett Packard Enterprise Co
CIK 1737109
WALTHAM, MA
Position in HPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,345,172
+$4,299,846 QoQ
Shares Held
140,660
+63.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#334
of 1,428 holders
Holding Since
Sep 2021
20 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, 2026Integrated Wealth Concepts LLC holds $51,868,064 across 31 Communication Equipment names. HPE ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
228,631 | $26,854,997 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
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|
140,660 | $6,345,172 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
6,031 | $5,174,959 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
8,698 | $3,612,192 | |
| 5 | CIEN |
Ciena Corp
|
6,194 | $3,038,528 | |
| 6 | NOK |
Nokia Corp
|
118,990 | $1,580,187 | |
| 7 | VSAT |
Viasat Inc
|
17,247 | $1,548,953 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
14,299 | $1,270,609 |
All Filings in HPE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,345,172 | 140,660 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,045,326 | 85,902 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,287,640 | 53,607 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,302,294 | 53,025 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,160,353 | 56,741 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $461,495 | 29,909 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $683,797 | 32,028 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $635,323 | 31,052 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $628,367 | 29,682 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $377,241 | 21,277 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $341,535 | 20,114 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $657,958 | 37,879 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $651,638 | 38,788 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $250,913 | 15,751 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $718,040 | 44,990 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $511,689 | 42,712 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $182,934 | 13,796 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $241,660 | 14,462 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $186,338 | 11,816 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $170,301 | 11,951 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||