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Cetera Investment Advisers: HSBC position timeline

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

Cetera Investment Advisers held 77,056 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,056 shares
    Change vs previous 13F +2,564 shares

    0.01% of the 13F portfolio, value $7,327,314.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 74,492 shares
    Change vs previous 13F +4,991 shares

    0.01% of the 13F portfolio, value $6,144,830.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 69,501 shares
    Change vs previous 13F +5,727 shares

    0.01% of the 13F portfolio, value $5,467,641.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 63,774 shares
    Change vs previous 13F +26,476 shares

    0.01% of the 13F portfolio, value $4,526,719.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 37,298 shares
    Change vs previous 13F -1,379 shares

    <0.01% of the 13F portfolio, value $2,267,367.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 38,677 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $2,221,174.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 38,950 shares
    Change vs previous 13F +4,552 shares

    <0.01% of the 13F portfolio, value $1,926,477.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 34,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,554,445.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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