Skip to content
Disclosery

Creative Planning: LYG position timeline

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

Creative Planning held 1,531,629 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,531,629 shares
    Change vs previous 13F +32,709 shares

    0.01% of the 13F portfolio, value $8,929,395.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 1,498,920 shares
    Change vs previous 13F +6,314 shares

    0.01% of the 13F portfolio, value $7,539,570.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 1,492,606 shares
    Change vs previous 13F +37,294 shares

    0.01% of the 13F portfolio, value $7,910,811.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 1,455,312 shares
    Change vs previous 13F +83,606 shares

    0.01% of the 13F portfolio, value $6,607,115.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 1,371,706 shares
    Change vs previous 13F +179,903 shares

    <0.01% of the 13F portfolio, value $5,829,750.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 1,191,803 shares
    Change vs previous 13F +215,506 shares

    <0.01% of the 13F portfolio, value $4,552,688.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 976,297 shares
    Change vs previous 13F +24,048 shares

    <0.01% of the 13F portfolio, value $2,655,529.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 952,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,971,018.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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