Tepp RIA, LLC: HSBC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tepp RIA, LLC on HSBC, newest first. How the timeline and the estimate are built.
Tepp RIA, LLC held 7,877 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 7,877 sharesChange vs previous 13F -972 shares
0.51% of the 13F portfolio, value $749,038.
13F-HR 0002055925-26-000005 filed by Tepp RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,849 sharesChange vs previous 13F -1,219 shares
0.57% of the 13F portfolio, value $729,978.
13F-HR 0002055925-26-000004 filed by Tepp RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,068 sharesChange vs previous 13F 0 shares
0.78% of the 13F portfolio, value $792,015.
13F-HR 0002055925-26-000001 filed by Tepp RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,068 sharesChange vs previous 13F 0 shares
0.81% of the 13F portfolio, value $714,595.
13F-HR 0001986152-25-000107 filed by Tepp RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,068 sharesChange vs previous 13F +2,150 shares
0.79% of the 13F portfolio, value $612,007.
13F-HR 0001667731-25-000807 filed by Tepp RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,918 sharesChange vs previous 13F 0 shares
0.62% of the 13F portfolio, value $454,705.
13F-HR 0001667731-25-000505 filed by Tepp RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,918 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $391,602.
13F-HR 0001667731-25-000241 filed by Tepp RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).