Position in HSBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$749,023
+$19,069 QoQ
Shares Held
7,877
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#287
of 706 holders
Holding Since
Dec 2024
7 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, 2026Tepp RIA, LLC holds $1,590,649 across 3 Banks - Diversified names. HSBC ranks #1 (47.1% of the industry book) .
All Filings in HSBC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,023 | 7,877 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $729,954 | 8,849 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $792,049 | 10,068 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $714,626 | 10,068 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $612,033 | 10,068 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $454,730 | 7,918 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $391,624 | 7,918 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||