Position in HSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$297,631
+$39,438 QoQ
Shares Held
3,130
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#426
of 704 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Seed Wealth Management, Inc. holds $1,135,947 across 3 Banks - Diversified names. HSBC ranks #2 (26.2% of the industry book) .
All Filings in HSBC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,631 | 3,130 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $258,193 | 3,130 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $246,237 | 3,130 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $243,461 | 3,430 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $208,509 | 3,430 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $208,470 | 3,630 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||