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Disclosery

AE Wealth Management LLC: HSBC position timeline

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

AE Wealth Management LLC held 15,819 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,819 shares
    Change vs previous 13F +7,057 shares

    0.01% of the 13F portfolio, value $1,504,207.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 8,762 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $722,728.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 8,227 shares
    Change vs previous 13F +696 shares

    <0.01% of the 13F portfolio, value $647,179.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 7,531 shares
    Change vs previous 13F +162 shares

    <0.01% of the 13F portfolio, value $534,560.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 7,369 shares
    Change vs previous 13F +616 shares

    <0.01% of the 13F portfolio, value $447,992.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 6,753 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $387,825.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 6,898 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $341,175.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 6,924 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,896.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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