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Ethic Inc.: LYG position timeline

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

Ethic Inc. held 1,439,559 LYG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,439,559 shares
    Change vs previous 13F -39,070 shares

    0.1% of the 13F portfolio, value $8,392,629.

    13F-HR 0001780570-26-000005 filed by Ethic 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 1,478,629 shares
    Change vs previous 13F +5,549 shares

    0.12% of the 13F portfolio, value $7,437,504.

    13F-HR 0001780570-26-000004 filed by Ethic 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 1,473,080 shares
    Change vs previous 13F +50,167 shares

    0.12% of the 13F portfolio, value $7,807,326.

    13F-HR 0001780570-26-000002 filed by Ethic 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 1,422,913 shares
    Change vs previous 13F +108,599 shares

    0.11% of the 13F portfolio, value $6,460,026.

    13F-HR 0001780570-25-000008 filed by Ethic 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 1,314,314 shares
    Change vs previous 13F -76,102 shares

    0.1% of the 13F portfolio, value $5,559,549.

    13F-HR 0001780570-25-000005 filed by Ethic 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 1,390,416 shares
    Change vs previous 13F -40,620 shares

    0.11% of the 13F portfolio, value $5,297,484.

    13F-HR 0001780570-25-000003 filed by Ethic 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 1,431,036 shares
    Change vs previous 13F -165,583 shares

    0.08% of the 13F portfolio, value $3,892,417.

    13F-HR 0001780570-25-000002 filed by Ethic 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 1,596,619 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,135,244.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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