Skip to content
Disclosery

Portside Wealth Group, LLC: HSBC position timeline

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

Portside Wealth Group, LLC held 7,576 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,576 shares
    Change vs previous 13F -1,126 shares

    0.08% of the 13F portfolio, value $720,402.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 8,702 shares
    Change vs previous 13F +961 shares

    0.1% of the 13F portfolio, value $717,828.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 7,741 shares
    Change vs previous 13F +3,466 shares

    0.08% of the 13F portfolio, value $608,984.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 4,275 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $303,439.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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