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AMJ Financial Wealth Management: HSBC position timeline

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

AMJ Financial Wealth Management held 38,467 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,467 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $3,173,143.

    13F-HR 0001986152-26-000119 filed by AMJ Financial Wealth Management
    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 38,467 shares
    Change vs previous 13F +6,219 shares

    0.75% of the 13F portfolio, value $3,173,143.

    13F-HR 0001986152-26-000068 filed by AMJ Financial Wealth Management
    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 32,248 shares
    Change vs previous 13F -86,589 shares

    0.61% of the 13F portfolio, value $2,536,950.

    13F-HR 0001986152-26-000013 filed by AMJ Financial Wealth Management
    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 118,837 shares
    Change vs previous 13F +56,624 shares

    2.04% of the 13F portfolio, value $8,435,050.

    13F-HR 0001801585-25-000008 filed by AMJ Financial Wealth Management
    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 62,213 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,781,928.

    13F-HR 0001986152-25-000061 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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