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Disclosery

PDS Planning, Inc: LYG position timeline

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

PDS Planning, Inc held 62,979 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,979 shares
    Change vs previous 13F -92 shares

    0.02% of the 13F portfolio, value $367,168.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 63,071 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $317,247.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 63,071 shares
    Change vs previous 13F +3,336 shares

    0.02% of the 13F portfolio, value $334,276.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 59,735 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $271,197.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 59,724 shares
    Change vs previous 13F +2,126 shares

    0.02% of the 13F portfolio, value $253,827.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 57,598 shares
    Change vs previous 13F +14,169 shares

    0.02% of the 13F portfolio, value $220,024.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 43,429 shares
    Change vs previous 13F +7,649 shares

    0.01% of the 13F portfolio, value $118,127.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 35,780 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $111,634.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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