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WINTRUST INVESTMENTS LLC: HSBC position timeline

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

WINTRUST INVESTMENTS LLC held 3,465 HSBC shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,465 shares
    Change vs previous 13F -44 shares

    0.15% of the 13F portfolio, value $171,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,509 shares
    Change vs previous 13F -31,613 shares

    0.12% of the 13F portfolio, value $158,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 35,122 shares
    Change vs previous 13F -248 shares

    0.12% of the 13F portfolio, value $1,528,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 35,370 shares
    Change vs previous 13F -40 shares

    0.12% of the 13F portfolio, value $1,392,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 35,410 shares
    Change vs previous 13F +2,410 shares

    0.14% of the 13F portfolio, value $1,436,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 33,000 shares
    Change vs previous 13F +7,225 shares

    0.14% of the 13F portfolio, value $1,302,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 25,775 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,021,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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