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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

HSBC holding history

HSBC Holdings PLC in every 13F filed by Valued Wealth Advisors 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)
189
Value
$18.0K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of HSBC by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026189$18.0K<0.1%00.0%UnchangedHolders
Q1 2026189$16.0K<0.1%00.0%UnchangedHolders
Q4 2025189$14.9K<0.1%00.0%UnchangedHolders
Q3 2025189$13.4K<0.1%00.0%UnchangedHolders
Q2 2025189$11.5K<0.1%00.0%UnchangedHolders
Q1 2025189$11.2K<0.1%00.0%UnchangedHolders
Q4 2024189$9.35K<0.1%00.0%UnchangedHolders
Q3 2024189$8.54K<0.1%00.0%UnchangedHolders
Q2 2024189$8.22K<0.1%00.0%UnchangedHolders
Q1 2024189$7.73K<0.1%00.0%UnchangedHolders
Q4 2023189$7.46K<0.1%–No prior filingHolders