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Disclosery

Naviter Wealth, LLC: LYG position timeline

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

Naviter Wealth, LLC held 451,862 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 451,862 shares
    Change vs previous 13F +84,001 shares

    0.24% of the 13F portfolio, value $2,634,355.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 367,861 shares
    Change vs previous 13F +11,639 shares

    0.23% of the 13F portfolio, value $1,850,342.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 356,222 shares
    Change vs previous 13F -34,333 shares

    0.25% of the 13F portfolio, value $1,887,974.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 390,555 shares
    Change vs previous 13F +11,544 shares

    0.21% of the 13F portfolio, value $1,773,118.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 379,011 shares
    Change vs previous 13F +18,993 shares

    0.2% of the 13F portfolio, value $1,610,797.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 360,018 shares
    Change vs previous 13F -8,988 shares

    0.17% of the 13F portfolio, value $1,382,467.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 369,006 shares
    Change vs previous 13F +3,155 shares

    0.12% of the 13F portfolio, value $1,003,695.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 365,851 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,141,454.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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