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Arkadios Wealth Advisors: HSBC position timeline

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

Arkadios Wealth Advisors held 24,745 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 24,745 shares
    Change vs previous 13F -3,850 shares

    0.04% of the 13F portfolio, value $2,352,988.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 28,595 shares
    Change vs previous 13F -3,894 shares

    0.04% of the 13F portfolio, value $2,358,826.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 32,489 shares
    Change vs previous 13F -1,143 shares

    0.05% of the 13F portfolio, value $2,555,931.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 33,632 shares
    Change vs previous 13F -1,438 shares

    0.06% of the 13F portfolio, value $2,387,231.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 35,070 shares
    Change vs previous 13F -9,833 shares

    0.06% of the 13F portfolio, value $2,131,918.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 44,903 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,578,752.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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