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Disclosery

Ethic Inc.: HSBC position timeline

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

Ethic Inc. held 174,381 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,381 shares
    Change vs previous 13F +15,679 shares

    0.21% of the 13F portfolio, value $16,581,870.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 158,702 shares
    Change vs previous 13F +4,104 shares

    0.21% of the 13F portfolio, value $13,091,362.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 154,598 shares
    Change vs previous 13F +3,528 shares

    0.19% of the 13F portfolio, value $12,162,237.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 151,070 shares
    Change vs previous 13F +685 shares

    0.18% of the 13F portfolio, value $10,722,913.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 150,385 shares
    Change vs previous 13F -20,367 shares

    0.16% of the 13F portfolio, value $9,146,437.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 170,752 shares
    Change vs previous 13F -3,787 shares

    0.2% of the 13F portfolio, value $9,777,280.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 174,539 shares
    Change vs previous 13F +13,642 shares

    0.17% of the 13F portfolio, value $8,632,717.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 160,897 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,332,921.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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