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Cresset Asset Management, LLC: HSBC position timeline

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

Cresset Asset Management, LLC held 6,506 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,506 shares
    Change vs previous 13F -1,192 shares

    <0.01% of the 13F portfolio, value $618,650.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 7,698 shares
    Change vs previous 13F +2,121 shares

    <0.01% of the 13F portfolio, value $646,860.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 5,577 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $438,733.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 5,597 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $397,247.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 5,330 shares
    Change vs previous 13F -7,782 shares

    <0.01% of the 13F portfolio, value $324,036.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 13,112 shares
    Change vs previous 13F -5,484 shares

    <0.01% of the 13F portfolio, value $776,581.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 18,596 shares
    Change vs previous 13F -71,457 shares

    <0.01% of the 13F portfolio, value $919,736.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 90,053 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,069,489.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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