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HB Wealth Management, LLC: LYG position timeline

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

HB Wealth Management, LLC held 89,313 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 89,313 shares
    Change vs previous 13F +7,050 shares

    <0.01% of the 13F portfolio, value $520,696.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    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 82,263 shares
    Change vs previous 13F +16,515 shares

    <0.01% of the 13F portfolio, value $413,783.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    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 65,748 shares
    Change vs previous 13F +2,850 shares

    <0.01% of the 13F portfolio, value $348,464.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    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 62,898 shares
    Change vs previous 13F +12,605 shares

    <0.01% of the 13F portfolio, value $285,557.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    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 50,293 shares
    Change vs previous 13F -8,352 shares

    <0.01% of the 13F portfolio, value $213,745.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    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 58,645 shares
    Change vs previous 13F +20,162 shares

    <0.01% of the 13F portfolio, value $224,024.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 38,483 shares
    Change vs previous 13F +18,052 shares

    <0.01% of the 13F portfolio, value $104,674.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 20,431 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,745.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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