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EverSource Wealth Advisors, LLC: LYG position timeline

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

EverSource Wealth Advisors, LLC held 66,821 LYG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,821 shares
    Change vs previous 13F -42,443 shares

    0.01% of the 13F portfolio, value $389,568.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, 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/A 109,264 shares
    Change vs previous 13F +25,222 shares

    0.02% of the 13F portfolio, value $549,596.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, 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 84,042 shares
    Change vs previous 13F +4,496 shares

    0.02% of the 13F portfolio, value $445,422.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, 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 79,546 shares
    Change vs previous 13F +7,727 shares

    0.01% of the 13F portfolio, value $361,138.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, 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 71,819 shares
    Change vs previous 13F +40,324 shares

    0.01% of the 13F portfolio, value $305,230.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, 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 31,495 shares
    Change vs previous 13F +10,258 shares

    0.01% of the 13F portfolio, value $120,310.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, 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 21,237 shares
    Change vs previous 13F +1,249 shares

    <0.01% of the 13F portfolio, value $57,764.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, 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 19,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,361.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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