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CAPTRUST FINANCIAL ADVISORS: HSBC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 188,290 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,290 shares
    Change vs previous 13F +863 shares

    0.03% of the 13F portfolio, value $17,904,520.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 187,427 shares
    Change vs previous 13F +163,857 shares

    0.03% of the 13F portfolio, value $15,460,814.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 23,570 shares
    Change vs previous 13F -2,094 shares

    <0.01% of the 13F portfolio, value $1,854,239.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 25,664 shares
    Change vs previous 13F +2,105 shares

    <0.01% of the 13F portfolio, value $1,821,599.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 23,559 shares
    Change vs previous 13F +232 shares

    <0.01% of the 13F portfolio, value $1,432,139.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 23,327 shares
    Change vs previous 13F +14,828 shares

    <0.01% of the 13F portfolio, value $1,339,666.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 8,499 shares
    Change vs previous 13F -14,959 shares

    <0.01% of the 13F portfolio, value $420,357.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,458 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,060,066.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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