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Disclosery

Gradient Investments LLC: HSBC position timeline

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

Gradient Investments LLC held 60,734 HSBC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,734 shares
    Change vs previous 13F -2,887 shares

    0.09% of the 13F portfolio, value $6,031,470.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,621 shares
    Change vs previous 13F +2,948 shares

    0.08% of the 13F portfolio, value $6,049,721.

    13F-HR 0001542265-26-000005 filed by Gradient 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 ended2026-03-31
    13F 60,673 shares
    Change vs previous 13F +33,115 shares

    0.08% of the 13F portfolio, value $5,004,916.

    13F-HR 0001542265-26-000003 filed by Gradient 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 ended2025-12-31
    13F 27,558 shares
    Change vs previous 13F +8,245 shares

    0.03% of the 13F portfolio, value $2,167,988.

    13F-HR 0001542265-26-000001 filed by Gradient 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 ended2025-09-30
    13F 19,313 shares
    Change vs previous 13F +6,989 shares

    0.02% of the 13F portfolio, value $1,370,837.

    13F-HR 0001542265-25-000007 filed by Gradient 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 ended2025-06-30
    13F 12,324 shares
    Change vs previous 13F +1,998 shares

    0.01% of the 13F portfolio, value $749,176.

    13F-HR 0001542265-25-000004 filed by Gradient 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 ended2025-03-31
    13F 10,326 shares
    Change vs previous 13F +137 shares

    0.01% of the 13F portfolio, value $593,022.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,189 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $503,948.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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