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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

HSBC holding history

HSBC Holdings PLC in every 13F filed by BKM Wealth Management, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2023
Holdings of HSBC by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−10,941−100.0%Sold outHolders
Q2 202510,941$665.1K0.3%−1,081−9.0%ReducedHolders
Q1 202512,022$690.4K0.3%−1,615−11.8%ReducedHolders
Q4 202413,637$674.5K0.3%−236−1.7%ReducedHolders
Q3 202413,873$626.9K0.3%+7,159+106.6%AddedHolders
Q2 20246,714$514.0K0.2%−6,222−48.1%ReducedHolders
Q1 202412,936$509.2K0.2%+3,941+43.8%AddedHolders
Q4 20238,995$364.7K0.2%–No prior filingHolders