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Disclosery

BSW Wealth Partners: LYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BSW Wealth Partners on LYG, newest first. How the timeline and the estimate are built.

BSW Wealth Partners held 59,279 LYG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,279 shares
    Change vs previous 13F -31,184 shares

    0.04% of the 13F portfolio, value $345,596.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 90,463 shares
    Change vs previous 13F +27,025 shares

    0.06% of the 13F portfolio, value $455,028.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 63,438 shares
    Change vs previous 13F +641 shares

    0.04% of the 13F portfolio, value $336,220.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 62,797 shares
    Change vs previous 13F +23,110 shares

    0.04% of the 13F portfolio, value $285,097.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,687 shares
    Change vs previous 13F +703 shares

    0.02% of the 13F portfolio, value $168,671.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 38,984 shares
    Change vs previous 13F -2,955 shares

    0.02% of the 13F portfolio, value $148,918.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,939 shares
    Change vs previous 13F +4,903 shares

    0.02% of the 13F portfolio, value $114,073.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 37,036 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $115,552.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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