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CAPTRUST FINANCIAL ADVISORS: LYG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 375,421 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,421 shares
    Change vs previous 13F +44,685 shares

    <0.01% of the 13F portfolio, value $2,188,707.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 330,736 shares
    Change vs previous 13F +206,505 shares

    <0.01% of the 13F portfolio, value $1,663,600.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 124,231 shares
    Change vs previous 13F +1,438 shares

    <0.01% of the 13F portfolio, value $658,424.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 122,793 shares
    Change vs previous 13F +10,029 shares

    <0.01% of the 13F portfolio, value $557,482.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 112,764 shares
    Change vs previous 13F +11,814 shares

    <0.01% of the 13F portfolio, value $479,248.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 100,950 shares
    Change vs previous 13F +56,167 shares

    <0.01% of the 13F portfolio, value $385,629.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 44,783 shares
    Change vs previous 13F -75,007 shares

    <0.01% of the 13F portfolio, value $121,810.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 119,790 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $373,745.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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