Skip to content
Disclosery

Avantax Planning Partners, Inc.: HPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on HPE, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 15,981 HPE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,981 shares
    Change vs previous 13F -180 shares

    0.02% of the 13F portfolio, value $720,903.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,161 shares
    Change vs previous 13F +139 shares

    0.01% of the 13F portfolio, value $384,793.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,022 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $384,848.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,020 shares
    Change vs previous 13F -191 shares

    0.01% of the 13F portfolio, value $393,451.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,211 shares
    Change vs previous 13F +4,173 shares

    0.01% of the 13F portfolio, value $331,515.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,038 shares
    Change vs previous 13F -820 shares

    0.01% of the 13F portfolio, value $185,746.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,858 shares
    Change vs previous 13F +750 shares

    0.01% of the 13F portfolio, value $274,518.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,108 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,730.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).