Naviter Wealth, LLC
Holdings in HSBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,680,131 | 72,202 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $6,154,320 | 86,705 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $5,110,858 | 84,074 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $4,681,349 | 81,514 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $4,010,117 | 81,078 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $4,217,718 | 93,333 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $3,950,148 | 90,808 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $3,400,861 | 86,404 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $2,657,315 | 65,548 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $2,042,489 | 51,761 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,905,722 | 48,100 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $1,460,081 | 42,780 | Shares | Sole | 2023-04-12 |
| 2022-12-31 | $1,340,472 | 43,019 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $1,001,270 | 38,407 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $1,151,290 | 35,240 | Shares | Sole | 2022-07-18 |