Waldron Private Wealth LLC

SEC CIK: 0001598180
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

HSBC holding history

HSBC Holdings PLC in every 13F filed by Waldron Private Wealth 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 (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of HSBC by Waldron Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−5,425−100.0%	Sold out	Holders
Q2 2024	5,425	$236.0K	<0.1%	+123+2.3%	Added	Holders
Q1 2024	5,302	$216.9K	<0.1%	+122+2.4%	Added	Holders
Q4 2023	5,180	$210.0K	<0.1%	+5,180	New	Holders