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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

LYG holding history

Lloyds Banking Group plc in every 13F filed by Waldron Private Wealth 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of LYG by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−15,925−100.0%Sold outHolders
Q4 202415,925$43.3K<0.1%00.0%UnchangedHolders
Q3 202415,925$49.7K<0.1%00.0%UnchangedHolders
Q2 202415,925$43.5K<0.1%00.0%UnchangedHolders
Q1 202415,925$41.2K<0.1%+3,185+25.0%AddedHolders
Q4 202312,740$30.4K<0.1%+12,740NewHolders
Q2 20230$00.0%−10,972−100.0%Sold outHolders
Q1 202310,972$25.5K<0.1%+10,972NewHolders