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RITHOLTZ WEALTH MANAGEMENT: HSBC position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 188,863 HSBC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 188,863 shares
    Change vs previous 13F +14,090 shares

    0.27% of the 13F portfolio, value $17,958,936.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 174,773 shares
    Change vs previous 13F +14,013 shares

    0.25% of the 13F portfolio, value $14,417,033.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 160,760 shares
    Change vs previous 13F +20,406 shares

    0.23% of the 13F portfolio, value $12,646,997.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 140,354 shares
    Change vs previous 13F +7,535 shares

    0.19% of the 13F portfolio, value $9,962,357.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 132,819 shares
    Change vs previous 13F -4,978 shares

    0.18% of the 13F portfolio, value $8,074,050.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 137,797 shares
    Change vs previous 13F -3,311 shares

    0.24% of the 13F portfolio, value $7,913,679.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 141,108 shares
    Change vs previous 13F +15,510 shares

    0.21% of the 13F portfolio, value $6,979,199.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 125,598 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,675,762.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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