Smallwood Wealth Investment Management, LLC
Position in HPE — Hewlett Packard Enterprise Co
CIK 1921304
RED BANK, NJ
Position in HPE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,217
+$3,408 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,357
of 1,433 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, 2026Smallwood Wealth Investment Management, LLC holds $450,137 across 5 Communication Equipment names. HPE ranks #3 (1.6% of the industry book) .
All Filings in HPE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,217 | 160 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,809 | 160 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,843 | 160 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,929 | 160 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,272 | 160 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $2,468 | 160 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||