BKM Wealth Management, LLC: HSBC position timeline

BKM Wealth Management, LLC held 0 HSBC shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -10,941 shares

   13F-HR 0002007263-25-000007 filed by BKM Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 10,941 shares

   Change vs previous 13F -1,081 shares

   0.26% of the 13F portfolio, value $665,143.

   13F-HR 0002007263-25-000005 filed by BKM Wealth Management, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 12,022 shares

   Change vs previous 13F -1,615 shares

   0.28% of the 13F portfolio, value $690,446.

   13F-HR 0002007263-25-000004 filed by BKM Wealth Management, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 13,637 shares

   Change vs previous 13F -236 shares

   0.28% of the 13F portfolio, value $674,505.

   13F-HR 0002007263-25-000003 filed by BKM Wealth Management, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 13,873 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $626,935.

   13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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