KINGSWOOD WEALTH ADVISORS, LLC
Position in HPE — Hewlett Packard Enterprise Co
CIK 1987855
SAN DIEGO, CA
Position in HPE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$550,477
+$241,376 QoQ
Shares Held
12,203
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#800
of 1,433 holders
Holding Since
Dec 2024
5 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $10,916,950 across 5 Communication Equipment names. HPE ranks #3 (5.0% of the industry book) .
All Filings in HPE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,477 | 12,203 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $309,101 | 12,982 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $308,248 | 12,833 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $320,041 | 13,031 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $276,503 | 12,951 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||