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Independent Portfolio Consultants, Inc.: HSBC position timeline

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

Independent Portfolio Consultants, Inc. held 17,511 HSBC shares at 2017-06-30 per its 13F-HR filed 2017-07-06.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 17,511 shares
    Change vs previous 13F -4,472 shares

    0.34% of the 13F portfolio, value $812,000.

    13F-HR 0001328450-17-000004 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 21,983 shares
    Change vs previous 13F -2,863 shares

    0.31% of the 13F portfolio, value $897,000.

    13F-HR 0001328450-17-000003 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F 24,846 shares
    Change vs previous 13F +3,791 shares

    0.33% of the 13F portfolio, value $998,000.

    13F-HR 0001328450-17-000001 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 21,055 shares
    Change vs previous 13F -765 shares

    0.25% of the 13F portfolio, value $792,000.

    13F-HR 0001328450-16-000014 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 21,820 shares
    Change vs previous 13F -1,090 shares

    0.22% of the 13F portfolio, value $683,000.

    13F-HR 0001328450-16-000013 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 22,910 shares
    Change vs previous 13F +1,365 shares

    0.2% of the 13F portfolio, value $713,000.

    13F-HR 0001328450-16-000012 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 21,545 shares
    Change vs previous 13F -2,380 shares

    0.25% of the 13F portfolio, value $850,000.

    13F-HR 0001328450-16-000009 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 23,925 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $906,000.

    13F-HR 0001328450-15-000007 filed by Independent Portfolio Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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