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Diversify Advisory Services, LLC: LYG position timeline

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

Diversify Advisory Services, LLC held 42,098 LYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,098 shares
    Change vs previous 13F +42,098 shares

    <0.01% of the 13F portfolio, value $258,062.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,049 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,049 shares

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -62,335 shares

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 62,335 shares
    Change vs previous 13F -7,689 shares

    0.01% of the 13F portfolio, value $248,094.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 30,428 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,907 shares

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

  4. period ended2024-12-31
    13F 70,024 shares
    Change vs previous 13F -6,229 shares

    0.01% of the 13F portfolio, value $180,662.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,684 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,340 shares

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

  5. period ended2024-09-30
    13F 76,253 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,726.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 35,304 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 40,949 shares

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