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Disclosery

Kathmere Capital Management, LLC: HSBC position timeline

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

Kathmere Capital Management, LLC held 31,398 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 31,398 shares
    Change vs previous 13F +5,744 shares

    0.16% of the 13F portfolio, value $2,985,636.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 25,654 shares
    Change vs previous 13F +3,959 shares

    0.13% of the 13F portfolio, value $2,116,198.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 21,695 shares
    Change vs previous 13F +817 shares

    0.12% of the 13F portfolio, value $1,706,746.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 20,878 shares
    Change vs previous 13F +3,251 shares

    0.11% of the 13F portfolio, value $1,481,920.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 17,627 shares
    Change vs previous 13F +1,160 shares

    0.08% of the 13F portfolio, value $1,071,545.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 16,467 shares
    Change vs previous 13F +3,089 shares

    0.08% of the 13F portfolio, value $945,700.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 13,378 shares
    Change vs previous 13F +4,190 shares

    0.06% of the 13F portfolio, value $661,676.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 9,188 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $415,206.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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