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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

  1. period ended2026-06-30
    13F 7,877 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 8,849 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 10,068 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 10,068 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 10,068 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 7,918 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 7,918 shares
    Change 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), ingested

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