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CreativeOne Wealth, LLC: LYG position timeline

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

CreativeOne Wealth, LLC held 46,210 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 46,210 shares
    Change vs previous 13F +3,913 shares

    0.01% of the 13F portfolio, value $269,405.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 42,297 shares
    Change vs previous 13F -2,631 shares

    <0.01% of the 13F portfolio, value $212,754.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 44,928 shares
    Change vs previous 13F +10,136 shares

    0.01% of the 13F portfolio, value $238,118.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 34,792 shares
    Change vs previous 13F -8,258 shares

    <0.01% of the 13F portfolio, value $157,955.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 43,050 shares
    Change vs previous 13F +2,973 shares

    <0.01% of the 13F portfolio, value $182,963.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 40,077 shares
    Change vs previous 13F +1,772 shares

    <0.01% of the 13F portfolio, value $153,094.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 38,305 shares
    Change vs previous 13F -4,676 shares

    <0.01% of the 13F portfolio, value $104,189.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 42,981 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,102.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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