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Disclosery

Stamos Capital Partners, L.P.: HSBC position timeline

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

Stamos Capital Partners, L.P. held 37,215 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,215 shares
    Change vs previous 13F -1,358 shares

    0.54% of the 13F portfolio, value $3,538,774.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 38,573 shares
    Change vs previous 13F +1,158 shares

    0.5% of the 13F portfolio, value $3,181,887.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 37,415 shares
    Change vs previous 13F -7,257 shares

    0.47% of the 13F portfolio, value $2,943,438.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 44,672 shares
    Change vs previous 13F -15,546 shares

    0.6% of the 13F portfolio, value $3,170,819.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 60,218 shares
    Change vs previous 13F +8,907 shares

    0.66% of the 13F portfolio, value $3,660,652.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 51,311 shares
    Change vs previous 13F -45,169 shares

    0.77% of the 13F portfolio, value $2,946,791.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 96,480 shares
    Change vs previous 13F -12,500 shares

    1.12% of the 13F portfolio, value $4,771,901.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 108,980 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,924,806.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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