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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

LYG holding history

Lloyds Banking Group plc in every 13F filed by Perigon Wealth Management, LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
47,158
Value
$274.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LYG by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,158$274.9K<0.1%+1,014+2.2%AddedHolders
Q1 202646,144$232.1K<0.1%−831−1.8%ReducedHolders
Q4 202546,975$249.0K<0.1%+165+0.4%AddedHolders
Q3 202546,810$212.5K<0.1%−3,758−7.4%ReducedHolders
Q2 202550,568$214.9K<0.1%−10,843−17.7%ReducedHolders
Q1 202561,411$234.6K<0.1%+2,617+4.5%AddedHolders
Q4 202458,794$166.4K<0.1%+1,578+2.8%AddedHolders
Q3 202457,216$178.5K<0.1%+3,568+6.7%AddedHolders
Q2 202453,648$146.5K<0.1%+3,835+7.7%AddedHolders
Q1 202449,813$129.0K<0.1%+3,122+6.7%AddedHolders
Q4 202346,691$111.6K<0.1%−5,585−10.7%ReducedHolders
Q3 202352,276$111.3K<0.1%+26,270+101.0%AddedHolders
Q2 202326,006$57.2K<0.1%+3,712+16.7%AddedHolders
Q1 202322,294$51.7K<0.1%+2,007+9.9%AddedHolders
Q4 202220,287$44.6K<0.1%+434+2.2%AddedHolders
Q3 202219,853$36.0K<0.1%+43+0.2%AddedHolders
Q2 202219,810$40.0K<0.1%+6,325+46.9%AddedHolders
Q1 202213,485$32.0K<0.1%+2,148+18.9%AddedHolders
Q4 202111,337$29.0K<0.1%+367+3.3%AddedHolders
Q3 202110,970$27.0K<0.1%+357+3.4%AddedHolders
Q2 202110,613$27.0K<0.1%+14+0.1%AddedHolders
Q1 202110,599$25.0K<0.1%––Holders

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