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Disclosery

Cerity Partners LLC: HSBC position timeline

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

Cerity Partners LLC held 126,625 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,625 shares
    Change vs previous 13F -3,271 shares

    0.01% of the 13F portfolio, value $12,041,023.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 129,896 shares
    Change vs previous 13F +9,644 shares

    0.02% of the 13F portfolio, value $10,715,378.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 120,252 shares
    Change vs previous 13F +12,212 shares

    0.01% of the 13F portfolio, value $9,460,349.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 108,040 shares
    Change vs previous 13F +9,332 shares

    0.01% of the 13F portfolio, value $7,668,740.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 98,708 shares
    Change vs previous 13F +2,940 shares

    0.01% of the 13F portfolio, value $6,000,496.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 95,768 shares
    Change vs previous 13F +17,321 shares

    0.01% of the 13F portfolio, value $5,499,946.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 78,447 shares
    Change vs previous 13F -13,689 shares

    0.01% of the 13F portfolio, value $3,705,044.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    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 92,136 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,163,602.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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