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JFS WEALTH ADVISORS, LLC → HPE-PC

JFS WEALTH ADVISORS, LLC HPE-PC Position History

Hewlett Packard Enterprise Co • Technology

Quarters held
10
Latest value
$90K
Q3 2026
Peak value
$26.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.5M
Q3 2025$27K
Q4 2025$15.2M
Q4 2025$38K
Q1 2026$17.9M
Q1 2026$32K
Q2 2026$25.3M
Q2 2026$63K
Q3 2026$26.9M
Q3 2026$90K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$90K1.4K——
Q3 2026$26.9M714.1K——
Q2 2026$63K1.4K——
Q2 2026$25.3M680.2K——
Q1 2026$32K1.4K——
Q1 2026$17.9M503.7K——
Q4 2025$38K1.6K——
Q4 2025$15.2M439.9K——
Q3 2025$27K1.1K——
Q3 2025$7.5M230.1K——

Other funds holding HPE-PC

Other JFS WEALTH ADVISORS, LLC positions

DIOD

DIMENSIONAL ETF TRUST

$137.9M
DIOD

DIMENSIONAL ETF TRUST

$137.1M
DIOD

DIMENSIONAL ETF TRUST

$127M
DIOD

DIMENSIONAL ETF TRUST

$124M
DIOD

DIMENSIONAL ETF TRUST

$118.3M
RBLX

DIMENSIONAL ETF TRUST

$109.8M
RBLX

DIMENSIONAL ETF TRUST

$109.3M
RBLX

DIMENSIONAL ETF TRUST

$103.3M