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Disclosery

NewEdge Wealth, LLC: LYG position timeline

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

NewEdge Wealth, LLC held 423,223 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 423,223 shares
    Change vs previous 13F +14,170 shares

    0.02% of the 13F portfolio, value $2,467,387.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 409,053 shares
    Change vs previous 13F -74,983 shares

    0.02% of the 13F portfolio, value $2,057,534.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 484,036 shares
    Change vs previous 13F -29,291 shares

    0.03% of the 13F portfolio, value $2,565,391.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 513,327 shares
    Change vs previous 13F +83,592 shares

    0.03% of the 13F portfolio, value $2,422,903.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 429,735 shares
    Change vs previous 13F +8,713 shares

    0.03% of the 13F portfolio, value $1,865,050.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 421,022 shares
    Change vs previous 13F -35,227 shares

    0.03% of the 13F portfolio, value $1,608,304.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 456,249 shares
    Change vs previous 13F +1,639 shares

    0.02% of the 13F portfolio, value $1,240,997.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 454,610 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,418,383.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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