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Independent Advisor Alliance: LYG position timeline

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

Independent Advisor Alliance held 82,442 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,442 shares
    Change vs previous 13F -4,912 shares

    0.01% of the 13F portfolio, value $480,638.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 87,354 shares
    Change vs previous 13F -7,306 shares

    <0.01% of the 13F portfolio, value $439,390.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 94,660 shares
    Change vs previous 13F +13,485 shares

    0.01% of the 13F portfolio, value $501,702.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 81,175 shares
    Change vs previous 13F +3,927 shares

    0.01% of the 13F portfolio, value $368,540.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 77,248 shares
    Change vs previous 13F +5,284 shares

    0.01% of the 13F portfolio, value $328,305.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 71,964 shares
    Change vs previous 13F -3,085 shares

    0.01% of the 13F portfolio, value $274,901.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 75,049 shares
    Change vs previous 13F +3,420 shares

    <0.01% of the 13F portfolio, value $204,134.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 71,629 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $223,482.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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