Position in HPE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$913,883
+$439,374 QoQ
Shares Held
20,259
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#689
of 1,428 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Derivatives in HPE
reported options exposure · as of Jun 30, 2026CallValue
$18,044
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Jun 30, 2026Apella Capital, LLC holds $5,079,994 across 3 Communication Equipment names. HPE ranks #2 (18.0% of the industry book) .
All Filings in HPE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,044 | 400 | Call | Sole | 2026-07-08 | |
| 2026-06-30 | $913,883 | 20,259 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $474,509 | 19,929 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $387,010 | 16,112 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||