Position in HPE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$55,214
+$30,785 QoQ
Shares Held
1,224
+19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,210
of 1,428 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $579,735 across 20 Communication Equipment names. HPE ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
409 | $200,639 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
1,220 | $143,301 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
90 | $77,225 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
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|
1,224 | $55,214 | |
| 5 | VSAT |
Viasat Inc
|
272 | $24,428 | |
| 6 | UI |
Ubiquiti Inc.
|
40 | $21,361 | |
| 7 | NOK |
Nokia Corp
|
1,060 | $14,076 | |
| 8 | MSI |
Motorola Solutions, Inc.
|
31 | $12,873 |
All Filings in HPE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,214 | 1,224 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $24,429 | 1,026 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,538 | 522 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $16,651 | 678 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,282 | 405 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,249 | 81 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $97,291 | 4,557 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $90,105 | 4,404 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,100 | 52 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $673 | 38 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $373 | 22 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $382 | 22 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $369 | 22 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $350 | 22 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $319 | 20 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||