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Disclosery

Transform Wealth, LLC: HPE position timeline

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

Transform Wealth, LLC held 136,569 HPE shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 136,569 shares
    Change vs previous 13F -676 shares

    0.13% of the 13F portfolio, value $2,124,782.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 137,245 shares
    Change vs previous 13F -3,451 shares

    0.16% of the 13F portfolio, value $2,947,994.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 140,696 shares
    Change vs previous 13F +63,753 shares

    0.19% of the 13F portfolio, value $2,896,946.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 76,943 shares
    Change vs previous 13F +842 shares

    0.12% of the 13F portfolio, value $1,638,872.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 76,101 shares
    Change vs previous 13F -5,363 shares

    0.13% of the 13F portfolio, value $1,359,321.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 81,464 shares
    Change vs previous 13F -6,372 shares

    0.14% of the 13F portfolio, value $1,393,240.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 87,836 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,536,181.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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