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Sigma Planning Corp: HPE position timeline

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

Sigma Planning Corp held 12,024 HPE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,024 shares
    Change vs previous 13F +1,210 shares

    0.01% of the 13F portfolio, value $542,494.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 10,814 shares
    Change vs previous 13F -1,611 shares

    0.01% of the 13F portfolio, value $257,523.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 12,425 shares
    Change vs previous 13F -566 shares

    0.01% of the 13F portfolio, value $298,564.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 12,991 shares
    Change vs previous 13F +578 shares

    0.01% of the 13F portfolio, value $319,145.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 12,413 shares
    Change vs previous 13F -19,476 shares

    0.01% of the 13F portfolio, value $253,843.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 31,889 shares
    Change vs previous 13F -6,194 shares

    0.02% of the 13F portfolio, value $492,060.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 38,083 shares
    Change vs previous 13F +958 shares

    0.03% of the 13F portfolio, value $813,077.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 37,125 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $759,595.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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