TL Private Wealth

Position in HSBC — Hsbc Holdings PLC

CIK 1802868 SOUTHLAKE, TX

Position in HSBC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$195,409

New position

Shares Held

2,055

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#507

of 706 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TL Private Wealth holds $781,181 across 3 Banks - Diversified names. HSBC ranks #3 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	5,240	$298,575
2	C	Citigroup Inc	2,052	$287,197
3	HSBC	Hsbc Holdings PLC This page	2,055	$195,409

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,409	2,055	—	Shares	Sole	2026-07-08
No filing history on record for this holder in this stock.