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Disclosery

Wealthstream Advisors, Inc.: HSBC position timeline

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

Wealthstream Advisors, Inc. held 4,046 HSBC shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,046 shares
    Change vs previous 13F +454 shares

    0.04% of the 13F portfolio, value $287,209.

    13F-HR 0001833780-25-000012 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $218,379.

    13F-HR 0001833780-25-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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