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Disclosery

Gibbs Wealth Management: LYG position timeline

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

Gibbs Wealth Management held 120,811 LYG shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 120,811 shares
    Change vs previous 13F +92,371 shares

    0.08% of the 13F portfolio, value $607,678.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 28,440 shares
    Change vs previous 13F +630 shares

    0.04% of the 13F portfolio, value $153,859.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 27,810 shares
    Change vs previous 13F -15,784 shares

    0.03% of the 13F portfolio, value $126,256.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 43,594 shares
    Change vs previous 13F -24,494 shares

    0.04% of the 13F portfolio, value $185,286.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 68,088 shares
    Change vs previous 13F +7,948 shares

    0.06% of the 13F portfolio, value $260,096.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 60,140 shares
    Change vs previous 13F +13,695 shares

    0.04% of the 13F portfolio, value $163,581.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 46,445 shares
    Change vs previous 13F +23,822 shares

    0.05% of the 13F portfolio, value $144,908.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 22,623 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $61,761.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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