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SwitchPoint Financial Planning, LLC → HPE-PC

SwitchPoint Financial Planning, LLC HPE-PC Position History

Hewlett Packard Enterprise Co • Technology

Quarters held
5
Latest value
$29.7M
Q3 2026
Peak value
$29.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$22.2M
Q4 2025$23.3M
Q1 2026$25M
Q2 2026$28.5M
Q3 2026$29.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29.7M790.2K——
Q2 2026$28.5M765.8K——
Q1 2026$25M703.1K——
Q4 2025$23.3M676.0K——
Q3 2025$22.2M678.0K——

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