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Disclosery

Ballentine Partners, LLC: HSBC position timeline

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

Ballentine Partners, LLC held 24,879 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,879 shares
    Change vs previous 13F +221 shares

    0.03% of the 13F portfolio, value $2,365,745.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 24,658 shares
    Change vs previous 13F -477 shares

    0.03% of the 13F portfolio, value $2,034,038.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 25,135 shares
    Change vs previous 13F +1,187 shares

    0.03% of the 13F portfolio, value $1,977,370.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 23,948 shares
    Change vs previous 13F -2,540 shares

    0.02% of the 13F portfolio, value $1,699,829.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 26,488 shares
    Change vs previous 13F +80 shares

    0.02% of the 13F portfolio, value $1,610,205.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 26,408 shares
    Change vs previous 13F +2,851 shares

    0.03% of the 13F portfolio, value $1,516,612.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 23,557 shares
    Change vs previous 13F +2,930 shares

    0.02% of the 13F portfolio, value $1,165,129.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 20,627 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $932,134.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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