Naviter Wealth, LLC
- SEC CIK
- 0001855567
- Latest filing
- Aug 7, 2026
HSBC holding history
HSBC Holdings PLC in every 13F filed by Naviter Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HSBC overviewAll 13F holders of HSBCFull Q2 2026 holdings
- Shares (Q2 2026)
- 94,781
- Value
- $9.01M
- % of portfolio
- 0.8%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 94,781 | $9.01M | 0.8% | +19,625+26.1% | Added | Holders |
| Q1 2026 | 75,156 | $6.37M | 0.8% | +2,954+4.1% | Added | Holders |
| Q4 2025 | 72,202 | $5.68M | 0.7% | −14,503−16.7% | Reduced | Holders |
| Q3 2025 | 86,705 | $6.15M | 0.7% | +2,631+3.1% | Added | Holders |
| Q2 2025 | 84,074 | $5.11M | 0.6% | +2,560+3.1% | Added | Holders |
| Q1 2025 | 81,514 | $4.85M | 0.6% | +436+0.5% | Added | Holders |
| Q4 2024 | 81,078 | $4.01M | 0.5% | −12,255−13.1% | Reduced | Holders |
| Q3 2024 | 93,333 | $4.22M | 0.6% | +2,525+2.8% | Added | Holders |
| Q2 2024 | 90,808 | $3.95M | 0.6% | +4,404+5.1% | Added | Holders |
| Q1 2024 | 86,404 | $3.53M | 0.6% | +20,856+31.8% | Added | Holders |
| Q4 2023 | 65,548 | $2.66M | 0.5% | +13,787+26.6% | Added | Holders |
| Q3 2023 | 51,761 | $2.04M | 0.5% | +3,661+7.6% | Added | Holders |
| Q2 2023 | 48,100 | $1.91M | 0.5% | +5,320+12.4% | Added | Holders |
| Q1 2023 | 42,780 | $1.51M | 0.5% | −239−0.6% | Reduced | Holders |
| Q4 2022 | 43,019 | $1.58M | 0.4% | +4,612+12.0% | Added | Holders |
| Q3 2022 | 38,407 | $1.00M | 0.4% | +3,167+9.0% | Added | Holders |
| Q2 2022 | 35,240 | $1.15M | 0.5% | +35,240 | New | Holders |