LVW Advisors, LLC

SEC CIK: 0001576053
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

HSBC holding history

HSBC Holdings PLC in every 13F filed by LVW Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HSBC overview All 13F holders of HSBC Full Q2 2026 holdings

Shares (Q2 2026): 25,234
Value: $2.40M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of HSBC by LVW Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,234	$2.40M	0.2%	+11,957+90.1%	Added	Holders
Q1 2026	13,277	$1.10M	0.1%	+9,877+290.5%	Added	Holders
Q4 2025	3,400	$267.5K	<0.1%	+3,400	New	Holders