Position in HSBC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$9,156
+$424 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Legacy Wealth Managment, LLC/ID holds $501,142 across 1 Banks - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,531 | $501,142 |
All Filings in HSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,156 | 111 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,732 | 111 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,878 | 111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,753 | 144 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,269 | 144 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,122 | 144 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,988 | 44 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||