Position in HPE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,044
+$2,330 QoQ
Shares Held
267
-34.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,321
of 1,428 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $2,973,859 across 8 Communication Equipment names. HPE ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
23,307 | $2,737,640 | |
| 2 | NOK |
Nokia Corp
|
8,652 | $114,898 | |
| 3 | AAOI |
Applied Optoelectronics, Inc.
|
325 | $48,152 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
54 | $22,425 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
18 | $15,445 | |
| 6 | EXTR |
Extreme Networks Inc
|
400 | $12,948 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
This page
|
267 | $12,044 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
116 | $10,307 |
All Filings in HPE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,044 | 267 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,714 | 408 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $9,776 | 407 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,971 | 406 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,282 | 405 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $20,969 | 1,359 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $28,993 | 1,358 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $29,278 | 1,431 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $37,343 | 1,764 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $69,483 | 3,919 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $64,252 | 3,784 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $65,710 | 3,783 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $63,537 | 3,782 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $60,390 | 3,791 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $60,488 | 3,790 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $45,500 | 3,798 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $50,374 | 3,799 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $65,219 | 3,903 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $61,534 | 3,902 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $55,603 | 3,902 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $54,106 | 3,711 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $472 | 30 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $355 | 30 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||