Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

HSBC holding history

HSBC Holdings PLC in every 13F filed by Personal Cfo Solutions, 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 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of HSBC by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−6,791−100.0%	Sold out	Holders
Q2 2022	6,791	$222.0K	0.1%	−37−0.5%	Reduced	Holders
Q1 2022	6,828	$234.0K	<0.1%	+6,828	New	Holders