Wallace Advisory Group, LLC: LYG position timeline

Wallace Advisory Group, LLC held 0 LYG shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -49,435 shares

   13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 49,435 shares

   Change vs previous 13F +9,020 shares

   0.14% of the 13F portfolio, value $188,842.

   13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 40,415 shares

   Change vs previous 13F -294 shares

   0.08% of the 13F portfolio, value $109,929.

   13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 40,709 shares

   Change vs previous 13F +19,654 shares

   0.09% of the 13F portfolio, value $127,012.

   13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 21,055 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $57,481.

   13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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