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Compound Planning, Inc.: LYG position timeline

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

Compound Planning, Inc. held 415,779 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 415,779 shares
    Change vs previous 13F -88,722 shares

    0.06% of the 13F portfolio, value $2,423,993.

    13F-HR 0001978879-26-000005 filed by Compound Planning, 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 504,501 shares
    Change vs previous 13F +5,810 shares

    0.08% of the 13F portfolio, value $2,537,641.

    13F-HR 0001978879-26-000003 filed by Compound Planning, 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 498,691 shares
    Change vs previous 13F +128,289 shares

    0.08% of the 13F portfolio, value $2,643,066.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 370,402 shares
    Change vs previous 13F +21,378 shares

    0.05% of the 13F portfolio, value $1,681,626.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 349,024 shares
    Change vs previous 13F +169,346 shares

    0.06% of the 13F portfolio, value $1,483,352.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 179,678 shares
    Change vs previous 13F +22,016 shares

    0.03% of the 13F portfolio, value $686,370.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 157,662 shares
    Change vs previous 13F -133,725 shares

    0.02% of the 13F portfolio, value $428,840.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 291,387 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $909,126.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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