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Disclosery

Pathstone Holdings, LLC: HSBC position timeline

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

Pathstone Holdings, LLC held 174,752 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,752 shares
    Change vs previous 13F -1,484 shares

    0.05% of the 13F portfolio, value $16,617,128.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 176,236 shares
    Change vs previous 13F +9,308 shares

    0.06% of the 13F portfolio, value $14,630,421.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 166,928 shares
    Change vs previous 13F +3,942 shares

    0.05% of the 13F portfolio, value $13,132,210.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 162,986 shares
    Change vs previous 13F +3,833 shares

    0.04% of the 13F portfolio, value $11,568,708.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 159,153 shares
    Change vs previous 13F -6,044 shares

    0.04% of the 13F portfolio, value $9,674,897.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 165,197 shares
    Change vs previous 13F +1,387 shares

    0.04% of the 13F portfolio, value $9,548,937.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 163,810 shares
    Change vs previous 13F +5,636 shares

    0.04% of the 13F portfolio, value $8,101,979.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 158,174 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,147,872.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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