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Pathstone Holdings, LLC: LYG position timeline

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

Pathstone Holdings, LLC held 1,035,643 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 1,035,643 shares
    Change vs previous 13F +40,311 shares

    0.02% of the 13F portfolio, value $6,037,797.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 995,332 shares
    Change vs previous 13F +439,638 shares

    0.02% of the 13F portfolio, value $5,006,521.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 555,694 shares
    Change vs previous 13F +15,218 shares

    0.01% of the 13F portfolio, value $2,945,176.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 540,476 shares
    Change vs previous 13F +20,100 shares

    0.01% of the 13F portfolio, value $2,453,763.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 520,376 shares
    Change vs previous 13F -5,265 shares

    0.01% of the 13F portfolio, value $2,211,598.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 525,641 shares
    Change vs previous 13F -22,891 shares

    0.01% of the 13F portfolio, value $2,007,948.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 548,532 shares
    Change vs previous 13F +28,973 shares

    0.01% of the 13F portfolio, value $1,492,006.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 519,559 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,621,024.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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