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WEALTH ALLIANCE, LLC: LYG position timeline

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

WEALTH ALLIANCE, LLC held 19,483 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,483 shares
    Change vs previous 13F -575 shares

    0.01% of the 13F portfolio, value $113,586.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 20,058 shares
    Change vs previous 13F -1,086 shares

    0.01% of the 13F portfolio, value $100,892.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 21,144 shares
    Change vs previous 13F -813 shares

    0.01% of the 13F portfolio, value $112,063.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 21,957 shares
    Change vs previous 13F -1,722 shares

    0.01% of the 13F portfolio, value $99,685.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 23,679 shares
    Change vs previous 13F -100,267 shares

    0.01% of the 13F portfolio, value $100,637.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 123,946 shares
    Change vs previous 13F +9,355 shares

    0.06% of the 13F portfolio, value $473,475.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 114,591 shares
    Change vs previous 13F +5,472 shares

    0.04% of the 13F portfolio, value $311,688.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 109,119 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $340,452.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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