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Wealthstream Advisors, Inc.: LYG position timeline

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

Wealthstream Advisors, Inc. held 55,092 LYG shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 55,092 shares
    Change vs previous 13F +5,432 shares

    0.04% of the 13F portfolio, value $250,118.

    13F-HR 0001833780-25-000012 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 49,660 shares
    Change vs previous 13F +5,475 shares

    0.04% of the 13F portfolio, value $211,055.

    13F-HR 0001833780-25-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 44,185 shares
    Change vs previous 13F +1,544 shares

    0.03% of the 13F portfolio, value $168,787.

    13F-HR 0001833780-25-000005 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 42,641 shares
    Change vs previous 13F +1,798 shares

    0.02% of the 13F portfolio, value $115,984.

    13F-HR 0001833780-25-000003 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 40,843 shares
    Change vs previous 13F +2,071 shares

    0.02% of the 13F portfolio, value $127,430.

    13F-HR 0001833780-24-000014 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 38,772 shares
    Change vs previous 13F +2,344 shares

    0.04% of the 13F portfolio, value $105,848.

    13F-HR 0001833780-24-000010 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 36,428 shares
    Change vs previous 13F +1,888 shares

    0.04% of the 13F portfolio, value $94,349.

    13F-HR 0001833780-24-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 34,540 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $82,551.

    13F-HR 0001833780-24-000004 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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