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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

LYG holding history

Lloyds Banking Group plc in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LYG overviewAll 13F holders of LYGFull Q3 2025 holdings

Shares (Q3 2025)
236,104
Value
$1.07M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of LYG by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025236,104$1.07M<0.1%+9,797+4.3%AddedHolders
Q2 2025226,307$961.8K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 2024211,208$574.5K<0.1%−9,705−4.4%ReducedHolders
Q3 2024220,913$689.2K<0.1%+270.0%AddedHolders
Q2 2024220,886$603.0K<0.1%−3,837−1.7%ReducedHolders
Q1 2024224,723$582.0K<0.1%−7,052−3.0%ReducedHolders
Q4 2023231,775$553.9K<0.1%+38,257+19.8%AddedHolders
Q3 2023193,518$412.2K<0.1%−31,576−14.0%ReducedHolders
Q2 2023225,094$495.2K<0.1%−8,582−3.7%ReducedHolders
Q1 2023233,676$542.1K<0.1%+27,429+13.3%AddedHolders
Q4 2022206,247$453.7K<0.1%−62,910−23.4%ReducedHolders
Q3 2022269,157$482.0K<0.1%+76,216+39.5%AddedHolders
Q2 2022192,941$394.0K<0.1%+76,818+66.2%AddedHolders
Q1 2022116,123$280.0K<0.1%+10,532+10.0%AddedHolders
Q4 2021105,591$269.0K<0.1%+7,515+7.7%AddedHolders
Q3 202198,076$240.0K<0.1%+3,412+3.6%AddedHolders
Q2 202194,664$241.0K<0.1%+3,298+3.6%AddedHolders
Q1 202191,366$212.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.