Position in HPE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,252,163
+$549,268 QoQ
Shares Held
27,758
-6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#622
of 1,428 holders
Holding Since
Mar 2025
6 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, 2026IVC Wealth Advisors LLC holds $4,170,067 across 3 Communication Equipment names. HPE ranks #2 (30.0% of the industry book) .
All Filings in HPE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,163 | 27,758 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $702,895 | 29,521 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $683,921 | 28,473 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $667,589 | 27,182 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $510,677 | 24,972 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $175,608 | 11,381 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||