SECURED RETIREMENT ADVISORS, LLC HPE — HEWLETT PACKARD ENTERPRISE C

Ownership history in SECURED RETIREMENT ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

SECURED RETIREMENT ADVISORS, LLC reported HEWLETT PACKARD ENTERPRISE C (HPE) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.6% in 2026 Q2. The latest visible filing shows HPE at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SECURED RETIREMENT ADVISORS, LLC's position in HEWLETT PACKARD ENTERPRISE C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HPE was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HPE stock page SECURED RETIREMENT ADVISORS, LLC fund profile SECURED RETIREMENT ADVISORS, LLC full holdings
How SECURED RETIREMENT ADVISORS, LLC held HPE — position size vs. price
% of Fund (quarterly)    HPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 26,080 +30 +0.1% 0.60% $1.2M 2026-07-16 $45.13
2026 Q1 REDUCED — — — 26,050 -607 -2.3% 0.35% $620K 2026-04-24 $28.08
2025 Q4 REDUCED — — — 26,657 -1,151 -4.1% 0.36% $640K 2026-01-30 $21.32
2025 Q3 REDUCED — — — 27,808 -420 -1.5% 0.38% $683K 2025-10-15 $24.66
2025 Q2 REDUCED 5.7% +18.7% ❌ 28,228 -1,710 -5.7% 0.34% $577K 2025-07-23 $20.34
2025 Q1 REDUCED 18.9% +33.4% ❌ 29,938 -6,979 -18.9% 0.30% $462K 2025-05-01 $15.96
2024 Q4 INITIATED — — — 36,917 — — 0.45% $788K 2025-01-30 $20.44

🏢 Other funds also holding HPE

As of 2026 Q2 — sorted by position size

Palouse Capital Management, Inc. 3Y 7Y 2.03% VIKING FUND MANAGEMENT LLC 3Y 7Y 2.02% Park Capital Management, LLC / WI 1.18% Steadtrust LLC 1.16% Perpetual Ltd 3Y 7Y 1.1% BONNESS ENTERPRISES INC 3Y 7Y 0.83% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.77% Ellsworth Advisors, LLC 3Y 0.64% Bell Bank 3Y 7Y 0.63% ARS Investment Partners, LLC 3Y 7Y 0.58%

FAQ About SECURED RETIREMENT ADVISORS, LLC and HPE

These are the practical questions this page is built to answer before you even open the full history table.

How long has SECURED RETIREMENT ADVISORS, LLC reported owning HPE?

SECURED RETIREMENT ADVISORS, LLC reported HPE across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HPE position in SECURED RETIREMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for HPE was 0.60% in 2026 Q2.

What is the latest reported HPE position on this page?

The most recent filing on this page is 2026 Q2, when SECURED RETIREMENT ADVISORS, LLC reported 26,080 shares, equal to 0.60% of portfolio, with an estimated market value of $1.2M.

What does the chart on this HPE ownership page compare?

The chart compares SECURED RETIREMENT ADVISORS, LLC's quarterly HPE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SECURED RETIREMENT ADVISORS, LLC time their HPE position?

Based on 13F filing dates vs. subsequent HPE price moves, SECURED RETIREMENT ADVISORS, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on HPE relative to SPY over the holding period was +46.7%.

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