Position in HPE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$226,226
New position
Shares Held
5,015
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,077
of 1,433 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 16%
Shared 0%
None 84%
Position in Communication Equipment
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,372,107 across 4 Communication Equipment names. HPE ranks #4 (9.5% of the industry book) .
All Filings in HPE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,226 | 5,015 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||