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RITHOLTZ WEALTH MANAGEMENT: LYG position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 1,095,240 LYG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,095,240 shares
    Change vs previous 13F +47,114 shares

    0.1% of the 13F portfolio, value $6,385,250.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 1,048,126 shares
    Change vs previous 13F +52,906 shares

    0.09% of the 13F portfolio, value $5,272,074.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 995,220 shares
    Change vs previous 13F +25,669 shares

    0.1% of the 13F portfolio, value $5,274,666.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 969,551 shares
    Change vs previous 13F +37,471 shares

    0.09% of the 13F portfolio, value $4,401,762.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 932,080 shares
    Change vs previous 13F -254,264 shares

    0.09% of the 13F portfolio, value $3,961,340.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 1,186,344 shares
    Change vs previous 13F -61,376 shares

    0.14% of the 13F portfolio, value $4,531,834.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 1,247,720 shares
    Change vs previous 13F -231,254 shares

    0.1% of the 13F portfolio, value $3,393,798.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 1,478,974 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,614,400.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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