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Disclosery

Cape Investment Advisory, Inc.: LYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on LYG, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 55,230 LYG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,230 shares
    Change vs previous 13F -2,104 shares

    0.08% of the 13F portfolio, value $310,944.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,334 shares
    Change vs previous 13F -1,854 shares

    0.09% of the 13F portfolio, value $334,257.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 59,188 shares
    Change vs previous 13F -2,757 shares

    0.1% of the 13F portfolio, value $297,716.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 61,945 shares
    Change vs previous 13F +2,955 shares

    0.1% of the 13F portfolio, value $328,308.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 58,990 shares
    Change vs previous 13F +1,779 shares

    0.26% of the 13F portfolio, value $267,814.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 57,211 shares
    Change vs previous 13F +1,832 shares

    0.09% of the 13F portfolio, value $243,147.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 55,379 shares
    Change vs previous 13F -3,530 shares

    0.08% of the 13F portfolio, value $211,548.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 58,909 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $160,232.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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