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Disclosery

IEQ CAPITAL, LLC: HSBC position timeline

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

IEQ CAPITAL, LLC held 49,984 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,984 shares
    Change vs previous 13F -6,664 shares

    0.02% of the 13F portfolio, value $4,752,988.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 56,648 shares
    Change vs previous 13F +6,972 shares

    0.02% of the 13F portfolio, value $4,672,915.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 49,676 shares
    Change vs previous 13F +3,698 shares

    0.01% of the 13F portfolio, value $3,907,987.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 45,978 shares
    Change vs previous 13F +18,871 shares

    0.01% of the 13F portfolio, value $3,263,540.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 27,107 shares
    Change vs previous 13F +4,896 shares

    0.01% of the 13F portfolio, value $1,647,847.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 22,211 shares
    Change vs previous 13F +6,085 shares

    0.01% of the 13F portfolio, value $1,275,560.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 16,126 shares
    Change vs previous 13F +1,278 shares

    0.01% of the 13F portfolio, value $797,568.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 14,848 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $670,978.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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