Position in HSBC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$21,859
-$9,204 QoQ
Shares Held
265
-48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $2,627,471 across 3 Banks - Diversified names.
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,859 | 265 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $31,063 | 511 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||