Skip to content
Disclosery

BSW Wealth Partners: HSBC position timeline

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

BSW Wealth Partners held 5,614 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,614 shares
    Change vs previous 13F -79 shares

    0.06% of the 13F portfolio, value $533,881.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 5,693 shares
    Change vs previous 13F -1,098 shares

    0.06% of the 13F portfolio, value $469,579.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 6,791 shares
    Change vs previous 13F -197 shares

    0.06% of the 13F portfolio, value $534,210.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 6,988 shares
    Change vs previous 13F -4,896 shares

    0.06% of the 13F portfolio, value $496,041.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 11,884 shares
    Change vs previous 13F -257 shares

    0.1% of the 13F portfolio, value $722,429.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 12,141 shares
    Change vs previous 13F -130 shares

    0.11% of the 13F portfolio, value $697,263.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 12,271 shares
    Change vs previous 13F -657 shares

    0.09% of the 13F portfolio, value $606,926.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 12,928 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $584,213.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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