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Valeo Financial Advisors, LLC: LYG position timeline

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

Valeo Financial Advisors, LLC held 58,982 LYG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,982 shares
    Change vs previous 13F +4,531 shares

    0.01% of the 13F portfolio, value $332,071.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,451 shares
    Change vs previous 13F +8,552 shares

    0.01% of the 13F portfolio, value $317,448.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, 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 45,899 shares
    Change vs previous 13F -31,488 shares

    0.01% of the 13F portfolio, value $230,871.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, 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 77,387 shares
    Change vs previous 13F +706 shares

    0.01% of the 13F portfolio, value $410,150.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, 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 76,681 shares
    Change vs previous 13F +16,467 shares

    0.01% of the 13F portfolio, value $348,131.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, 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/A 60,214 shares
    Change vs previous 13F +3,342 shares

    0.01% of the 13F portfolio, value $255,910.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, 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 56,872 shares
    Change vs previous 13F +7,848 shares

    0.01% of the 13F portfolio, value $217,251.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, 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 49,024 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $133,345.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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