Position in HPE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$380,908
+$167,952 QoQ
Shares Held
8,444
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#913
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $4,214,608 across 3 Communication Equipment names. HPE ranks #3 (9.0% of the industry book) .
All Filings in HPE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,908 | 8,444 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $212,956 | 8,944 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $214,834 | 8,944 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $219,664 | 8,944 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $234,029 | 11,444 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $320,573 | 20,776 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $443,567 | 20,776 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $343,236 | 16,776 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $355,147 | 16,776 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $297,438 | 16,776 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $284,856 | 16,776 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $378,457 | 21,788 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $366,240 | 21,800 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $347,274 | 21,800 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $347,928 | 21,800 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $261,164 | 21,800 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $318,903 | 24,050 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $401,875 | 24,050 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $379,268 | 24,050 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $342,712 | 24,050 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $350,649 | 24,050 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $378,547 | 24,050 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $301,831 | 25,471 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $238,663 | 25,471 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $251,724 | 25,871 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $251,207 | 25,871 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||