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Patriot Financial Group Insurance Agency, LLC: LYG position timeline

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

Patriot Financial Group Insurance Agency, LLC held 232,746 LYG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 232,746 shares
    Change vs previous 13F +17,272 shares

    0.13% of the 13F portfolio, value $1,310,357.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 215,474 shares
    Change vs previous 13F -174,618 shares

    0.13% of the 13F portfolio, value $1,256,211.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 390,092 shares
    Change vs previous 13F +209,846 shares

    0.11% of the 13F portfolio, value $1,962,166.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 180,246 shares
    Change vs previous 13F +35,862 shares

    0.11% of the 13F portfolio, value $955,303.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 144,384 shares
    Change vs previous 13F -15,480 shares

    0.08% of the 13F portfolio, value $655,503.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 159,864 shares
    Change vs previous 13F +7,684 shares

    0.08% of the 13F portfolio, value $679,421.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 152,180 shares
    Change vs previous 13F -7,380 shares

    0.08% of the 13F portfolio, value $581,327.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 159,560 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $434,003.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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