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Kestra Advisory Services, LLC: LYG position timeline

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

Kestra Advisory Services, LLC held 55,947 LYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,947 shares
    Change vs previous 13F +28,915 shares

    <0.01% of the 13F portfolio, value $326,174.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 27,032 shares
    Change vs previous 13F -22,077 shares

    <0.01% of the 13F portfolio, value $135,969.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 49,109 shares
    Change vs previous 13F -4,472 shares

    <0.01% of the 13F portfolio, value $260,279.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 53,581 shares
    Change vs previous 13F -19,074 shares

    <0.01% of the 13F portfolio, value $243,256.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 53,581 shares

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

  5. period ended2025-06-30
    13F 72,655 shares
    Change vs previous 13F -554 shares

    <0.01% of the 13F portfolio, value $308,782.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,660 shares
    • Kestra Advisory Services, LLC: 56,995 shares

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

  6. period ended2025-03-31
    13F/A 73,209 shares
    Change vs previous 13F -26,639 shares

    <0.01% of the 13F portfolio, value $279,658.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,753 shares
    • Kestra Advisory Services, LLC: 56,456 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 99,848 shares
    Change vs previous 13F +13,570 shares

    <0.01% of the 13F portfolio, value $271,586.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,842 shares
    • Kestra Advisory Services, LLC: 79,951 shares
    • Kestra Investment Management, LLC: 1,055 shares

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

  8. period ended2024-09-30
    13F 86,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $269,186.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,918 shares
    • Kestra Advisory Services, LLC: 70,360 shares

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