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Disclosery

GeoWealth Management, LLC: HSBC position timeline

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

GeoWealth Management, LLC held 2,860 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,860 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $271,957.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 2,835 shares
    Change vs previous 13F -10,753 shares

    0.01% of the 13F portfolio, value $233,859.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 13,588 shares
    Change vs previous 13F +4,524 shares

    0.04% of the 13F portfolio, value $1,068,967.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 9,064 shares
    Change vs previous 13F +6,047 shares

    0.02% of the 13F portfolio, value $643,363.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 3,017 shares
    Change vs previous 13F +877 shares

    0.01% of the 13F portfolio, value $183,404.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 2,140 shares
    Change vs previous 13F -1,139 shares

    <0.01% of the 13F portfolio, value $122,900.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 3,279 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $162,182.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 3,074 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,915.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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