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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

LYG holding history

Lloyds Banking Group plc in every 13F filed by GWM Advisors 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)
33,749
Value
$196.8K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of LYG by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,749$196.8K<0.1%+4,752+16.4%AddedHolders
Q1 202628,997$145.9K<0.1%−547−1.9%ReducedHolders
Q4 202529,544$156.6K<0.1%+7,554+34.4%AddedHolders
Q3 202521,990$99.8K<0.1%+2,822+14.7%AddedHolders
Q2 202519,168$81.5K<0.1%+2,816+17.2%AddedHolders
Q1 202516,352$62.5K<0.1%+798+5.1%AddedHolders
Q4 202415,554$42.3K<0.1%−8,818−36.2%ReducedHolders
Q3 202424,372$76.0K<0.1%+8,440+53.0%AddedHolders
Q2 202415,932$43.5K<0.1%+1,981+14.2%AddedHolders
Q1 202413,951$36.1K<0.1%+11,966+602.8%AddedHolders
Q4 20231,985$4.74K<0.1%+1,985NewHolders
Q2 20230$00.0%−1,996−100.0%Sold outHolders
Q1 20231,996$4.63K<0.1%−9,308−82.3%ReducedHolders
Q4 202211,304$24.9K<0.1%+691+6.5%AddedHolders
Q3 202210,613$19.0K<0.1%00.0%UnchangedHolders
Q2 202210,613$22.0K<0.1%00.0%UnchangedHolders
Q1 202210,613$26.0K<0.1%00.0%UnchangedHolders
Q4 202110,613$27.0K<0.1%−825−7.2%ReducedHolders
Q3 202111,438$28.0K<0.1%00.0%UnchangedHolders
Q2 202111,438$29.0K<0.1%00.0%UnchangedHolders
Q1 202111,438$27.0K<0.1%––Holders

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