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AVANTAX ADVISORY SERVICES, INC.: LYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on LYG, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 670,415 LYG shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 670,415 shares
    Change vs previous 13F -48,814 shares

    0.02% of the 13F portfolio, value $2,849,262.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 719,229 shares
    Change vs previous 13F +87,102 shares

    0.02% of the 13F portfolio, value $2,747,454.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 632,127 shares
    Change vs previous 13F +24,392 shares

    0.01% of the 13F portfolio, value $1,719,386.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 607,735 shares
    Change vs previous 13F +135,009 shares

    0.01% of the 13F portfolio, value $1,896,132.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 472,726 shares
    Change vs previous 13F +180,056 shares

    0.01% of the 13F portfolio, value $1,290,543.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 292,670 shares
    Change vs previous 13F +96,299 shares

    0.01% of the 13F portfolio, value $758,017.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 196,371 shares
    Change vs previous 13F +117,919 shares

    <0.01% of the 13F portfolio, value $469,328.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 78,452 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $167,103.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).