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Aaron Wealth Advisors LLC: HSBC position timeline

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

Aaron Wealth Advisors LLC held 43,514 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,514 shares
    Change vs previous 13F +412 shares

    0.21% of the 13F portfolio, value $4,137,746.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors 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 43,102 shares
    Change vs previous 13F +10,538 shares

    0.21% of the 13F portfolio, value $3,555,484.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors 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 32,564 shares
    Change vs previous 13F +7,117 shares

    0.14% of the 13F portfolio, value $2,561,810.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors 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 25,447 shares
    Change vs previous 13F -244 shares

    0.11% of the 13F portfolio, value $1,806,228.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors 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 25,691 shares
    Change vs previous 13F +869 shares

    0.16% of the 13F portfolio, value $1,561,756.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors 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 24,822 shares
    Change vs previous 13F +1,059 shares

    0.16% of the 13F portfolio, value $1,425,527.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors 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 23,763 shares
    Change vs previous 13F +2,894 shares

    0.14% of the 13F portfolio, value $1,175,318.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors 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 20,869 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $943,070.

    13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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