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Disclosery

LVW Advisors, LLC: HSBC position timeline

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

LVW Advisors, LLC held 25,234 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,234 shares
    Change vs previous 13F +11,957 shares

    0.21% of the 13F portfolio, value $2,399,502.

    13F-HR 0001576053-26-000004 filed by LVW Advisors, 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 13,277 shares
    Change vs previous 13F +9,877 shares

    0.11% of the 13F portfolio, value $1,095,220.

    13F-HR 0001576053-26-000002 filed by LVW Advisors, 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 3,400 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $267,478.

    13F-HR 0001576053-26-000001 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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