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Disclosery

Jackson Wealth Management, LLC: HSBC position timeline

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

Jackson Wealth Management, LLC held 3,487 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,487 shares
    Change vs previous 13F -49,405 shares

    0.2% of the 13F portfolio, value $332,000.

    13F-HR 0001536799-26-000003 filed by Jackson Wealth 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 52,892 shares
    Change vs previous 13F +2 shares

    0.45% of the 13F portfolio, value $4,363,000.

    13F-HR 0001536799-26-000002 filed by Jackson Wealth 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 52,890 shares
    Change vs previous 13F +2,702 shares

    0.41% of the 13F portfolio, value $4,161,000.

    13F-HR 0001536799-26-000001 filed by Jackson Wealth 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 50,188 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,562,000.

    13F-HR 0001536799-25-000005 filed by Jackson Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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