Skip to content
Disclosery

Carter Financial Group, INC.: LYG position timeline

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

Carter Financial Group, INC. held 10,013 LYG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,013 shares
    Change vs previous 13F -15,031 shares

    0.03% of the 13F portfolio, value $58,376.

    13F-HR 0001104659-26-088534 filed by Carter Financial Group, INC.
    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 25,044 shares
    Change vs previous 13F +725 shares

    0.08% of the 13F portfolio, value $125,971.

    13F-HR 0001104659-26-049334 filed by Carter Financial Group, INC.
    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 24,319 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $128,891.

    13F-HR 0001104659-26-014882 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

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