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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HPE holding history

Hewlett Packard Enterprise Co in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HPE overviewAll 13F holders of HPEFull Q2 2026 holdings

Shares (Q2 2026)
1,224
Value
$55.2K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of HPE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,224$55.2K<0.1%+198+19.3%AddedHolders
Q1 20261,026$24.4K<0.1%+504+96.6%AddedHolders
Q4 2025522$12.5K<0.1%−156−23.0%ReducedHolders
Q3 2025678$16.7K<0.1%+273+67.4%AddedHolders
Q2 2025405$8.28K<0.1%+324+400.0%AddedHolders
Q1 202581$1.25K<0.1%−4,476−98.2%ReducedHolders
Q4 20244,557$97.3K<0.1%+153+3.5%AddedHolders
Q3 20244,404$90.1K<0.1%+4,352+8,369.2%AddedHolders
Q2 202452$1.10K<0.1%+14+36.8%AddedHolders
Q1 202438$674<0.1%+16+72.7%AddedHolders
Q4 202322$374<0.1%00.0%UnchangedHolders
Q3 202322$383<0.1%00.0%UnchangedHolders
Q2 202322$370<0.1%00.0%UnchangedHolders
Q1 202322$351<0.1%+2+10.0%AddedHolders
Q4 202220$319<0.1%–No prior filingHolders