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Lloyd Advisory Services, LLC.: OZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lloyd Advisory Services, LLC. on OZ, newest first. How the timeline and the estimate are built.

Lloyd Advisory Services, LLC. held 0 OZ shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,716 shares

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 3,716 shares
    Change vs previous 13F -13,442 shares

    0.12% of the 13F portfolio, value $239,687.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 17,158 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,328,046.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 17,158 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,184,260.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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