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Lloyd Advisory Services, LLC.

SEC CIK
0001802474
Latest filing
Aug 7, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Lloyd Advisory Services, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overviewAll 13F holders of DFull Q2 2026 holdings

Shares (Q2 2026)
176
Value
$12.0K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of D by Lloyd Advisory Services, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026176$12.0K<0.1%+176NewHolders
Q1 20260$00.0%−151−100.0%Sold outHolders
Q4 2025151$8.85K<0.1%+151NewHolders
Q2 20240$00.0%−19,640−100.0%Sold outHolders
Q1 202419,640$966.3K0.2%+15,278+350.3%AddedHolders
Q4 20234,362$205.0K0.1%+4,362NewHolders
Q2 20220$00.0%−2,685−100.0%Sold outHolders
Q1 20222,685$228.0K0.1%+446+19.9%AddedHolders
Q4 20212,239$176.0K0.1%+57+2.6%AddedHolders
Q3 20212,182$159.0K0.1%+683+45.6%AddedHolders
Q2 20211,499$110.0K0.1%+71+5.0%AddedHolders
Q1 20211,428$109.0K0.1%––Holders

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