Position in HPE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$904,635
+$453,413 QoQ
Shares Held
20,054
+5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#693
of 1,433 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $19,762,617 across 7 Communication Equipment names. HPE ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
99,224 | $11,654,850 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
3,146 | $2,699,456 | |
| 3 | CIEN |
Ciena Corp
|
4,412 | $2,164,350 | |
| 4 | NOK |
Nokia Corp
|
82,965 | $1,101,774 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
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|
20,054 | $904,635 | |
| 6 | ERIC |
Ericsson Lm Telephone Co
|
60,449 | $674,005 | |
| 7 | MSI |
Motorola Solutions, Inc.
|
1,357 | $563,547 |
All Filings in HPE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,635 | 20,054 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $451,222 | 18,951 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $444,489 | 18,505 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $437,168 | 17,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $334,275 | 16,346 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $194,587 | 12,611 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $302,999 | 14,192 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $264,138 | 12,910 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $259,840 | 12,274 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $200,136 | 11,288 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||