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Disclosery

Summit Financial, LLC: LYG position timeline

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

Summit Financial, LLC held 32,535 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,535 shares
    Change vs previous 13F +1,040 shares

    <0.01% of the 13F portfolio, value $189,681.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 31,495 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $158,418.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 31,287 shares
    Change vs previous 13F -3,116 shares

    <0.01% of the 13F portfolio, value $165,819.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 34,403 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $156,188.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 34,371 shares
    Change vs previous 13F +5,805 shares

    <0.01% of the 13F portfolio, value $146,078.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 28,566 shares
    Change vs previous 13F -444 shares

    <0.01% of the 13F portfolio, value $109,122.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 29,010 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $78,907.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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