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Disclosery

Transform Wealth, LLC: HPQ position timeline

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

Transform Wealth, LLC held 7,376 HPQ 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 7,376 shares
    Change vs previous 13F -3,197 shares

    0.01% of the 13F portfolio, value $206,414.

    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 10,573 shares
    Change vs previous 13F -1,597 shares

    0.02% of the 13F portfolio, value $348,191.

    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 12,170 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $439,883.

    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 12,167 shares
    Change vs previous 13F -1,296 shares

    0.03% of the 13F portfolio, value $429,520.

    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 13,463 shares
    Change vs previous 13F -82 shares

    0.04% of the 13F portfolio, value $410,578.

    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 13,545 shares
    Change vs previous 13F -3,482 shares

    0.04% of the 13F portfolio, value $411,277.

    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 17,027 shares
    Change vs previous 13F -1,501 shares

    0.05% of the 13F portfolio, value $442,088.

    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).

  8. period ended2023-06-30
    13F 18,528 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $573,681.

    13F-HR 0001085146-23-002680 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).