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Disclosery

PDS Planning, Inc: HPE position timeline

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

PDS Planning, Inc held 13,745 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,745 shares
    Change vs previous 13F +466 shares

    0.04% of the 13F portfolio, value $620,037.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 13,279 shares
    Change vs previous 13F -252 shares

    0.02% of the 13F portfolio, value $316,173.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 13,531 shares
    Change vs previous 13F -662 shares

    0.02% of the 13F portfolio, value $325,015.

    13F-HR 0000838618-26-000001 filed by PDS Planning, 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 14,193 shares
    Change vs previous 13F +37 shares

    0.02% of the 13F portfolio, value $348,580.

    13F-HR 0000838618-25-000008 filed by PDS Planning, 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 14,156 shares
    Change vs previous 13F +1,042 shares

    0.02% of the 13F portfolio, value $289,490.

    13F-HR 0000838618-25-000006 filed by PDS Planning, 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 13,114 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $202,349.

    13F-HR 0000838618-25-000005 filed by PDS Planning, 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 13,048 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $278,575.

    13F-HR 0000838618-25-000001 filed by PDS Planning, 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 13,091 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $267,842.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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