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Kestra Advisory Services, LLC: HSBC position timeline

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

Kestra Advisory Services, LLC held 17,373 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 17,373 shares
    Change vs previous 13F +8,382 shares

    <0.01% of the 13F portfolio, value $1,651,976.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,187 shares
    • Kestra Advisory Services, LLC: 5,186 shares

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

  2. period ended2026-03-31
    13F 8,991 shares
    Change vs previous 13F -503 shares

    <0.01% of the 13F portfolio, value $741,605.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,005 shares
    • Kestra Advisory Services, LLC: 5,986 shares

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

  3. period ended2025-12-31
    13F 9,494 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $746,871.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,861 shares
    • Kestra Advisory Services, LLC: 6,633 shares

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

  4. period ended2025-09-30
    13F 9,100 shares
    Change vs previous 13F +4,042 shares

    <0.01% of the 13F portfolio, value $645,901.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,209 shares
    • Kestra Advisory Services, LLC: 5,891 shares

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

  5. period ended2025-06-30
    13F 5,058 shares
    Change vs previous 13F -3,842 shares

    <0.01% of the 13F portfolio, value $307,475.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 5,058 shares

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

  6. period ended2025-03-31
    13F/A 8,900 shares
    Change vs previous 13F +8,743 shares

    <0.01% of the 13F portfolio, value $511,127.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,989 shares
    • Kestra Advisory Services, LLC: 4,911 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 157 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,747.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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