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BWM Planning, LLC: HP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BWM Planning, LLC on HP, newest first. How the timeline and the estimate are built.

BWM Planning, LLC held 35,211 HP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,211 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,152,812.

    13F-HR 0001754960-26-000620 filed by BWM Planning, LLC
    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 35,211 shares
    Change vs previous 13F -1,177 shares

    0.33% of the 13F portfolio, value $1,268,656.

    13F-HR 0001754960-26-000306 filed by BWM Planning, LLC
    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 36,388 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,043,611.

    13F-HR 0001754960-26-000044 filed by BWM Planning, LLC
    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 36,388 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $803,813.

    13F-HR 0001754960-25-000742 filed by BWM Planning, LLC
    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 36,388 shares
    Change vs previous 13F -6,044 shares

    0.19% of the 13F portfolio, value $551,644.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    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 42,432 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,108,314.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    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 42,432 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,358,660.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    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 42,432 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,290,770.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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