Position in HSBC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$206,225
New position
Shares Held
2,500
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Elser Financial Planning, Inc holds $2,358,412 across 1 Banks - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,205 | $2,358,412 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,225 | 2,500 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||