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Disclosery

Corient Private Wealth LP: LYG position timeline

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

Corient Private Wealth LP held 209,500 LYG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 209,500 shares
    Change vs previous 13F -13,192 shares

    <0.01% of the 13F portfolio, value $1,221,389.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 222,692 shares
    Change vs previous 13F +46,691 shares

    <0.01% of the 13F portfolio, value $1,098,483.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 176,001 shares
    Change vs previous 13F -1,327 shares

    <0.01% of the 13F portfolio, value $932,812.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 177,328 shares
    Change vs previous 13F +37,376 shares

    <0.01% of the 13F portfolio, value $805,071.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 139,952 shares
    Change vs previous 13F +156 shares

    <0.01% of the 13F portfolio, value $594,799.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 139,796 shares
    Change vs previous 13F +15,785 shares

    <0.01% of the 13F portfolio, value $534,026.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 124,011 shares
    Change vs previous 13F -8,830 shares

    <0.01% of the 13F portfolio, value $337,312.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 132,841 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $414,466.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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