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Disclosery

Venturi Wealth Management, LLC: LYG position timeline

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

Venturi Wealth Management, LLC held 33,090 LYG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,090 shares
    Change vs previous 13F +2,537 shares

    0.01% of the 13F portfolio, value $192,915.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, 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 30,553 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $153,682.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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