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Disclosery

Naviter Wealth, LLC: HSBC position timeline

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

Naviter Wealth, LLC held 94,781 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,781 shares
    Change vs previous 13F +19,625 shares

    0.82% of the 13F portfolio, value $9,012,763.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 75,156 shares
    Change vs previous 13F +2,954 shares

    0.8% of the 13F portfolio, value $6,368,465.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 72,202 shares
    Change vs previous 13F -14,503 shares

    0.74% of the 13F portfolio, value $5,680,131.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 86,705 shares
    Change vs previous 13F +2,631 shares

    0.72% of the 13F portfolio, value $6,154,321.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 84,074 shares
    Change vs previous 13F +2,560 shares

    0.63% of the 13F portfolio, value $5,110,858.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 81,514 shares
    Change vs previous 13F +436 shares

    0.59% of the 13F portfolio, value $4,854,030.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 81,078 shares
    Change vs previous 13F -12,255 shares

    0.48% of the 13F portfolio, value $4,010,118.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 93,333 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,217,718.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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