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Wealthstream Advisors, Inc.

SEC CIK
0001833780
Latest filing
Nov 6, 2025

LYG holding history

Lloyds Banking Group plc in every 13F filed by Wealthstream Advisors, 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)
55,092
Value
$250.1K
% of portfolio
<0.1%
Quarters held
13
Since Q3 2022
Holdings of LYG by Wealthstream Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202555,092$250.1K<0.1%+5,432+10.9%AddedHolders
Q2 202549,660$211.1K<0.1%+5,475+12.4%AddedHolders
Q1 202544,185$168.8K<0.1%+1,544+3.6%AddedHolders
Q4 202442,641$116.0K<0.1%+1,798+4.4%AddedHolders
Q3 202440,843$127.4K<0.1%+2,071+5.3%AddedHolders
Q2 202438,772$105.8K<0.1%+2,344+6.4%AddedHolders
Q1 202436,428$94.3K<0.1%+1,888+5.5%AddedHolders
Q4 202334,540$82.6K<0.1%+9,590+38.4%AddedHolders
Q3 202324,950$53.1K<0.1%−3,595−12.6%ReducedHolders
Q2 202328,545$62.8K<0.1%+5,230+22.4%AddedHolders
Q1 202323,315$54.1K<0.1%+1,417+6.5%AddedHolders
Q4 202221,898$48.2K<0.1%+3,564+19.4%AddedHolders
Q3 202218,334$33.0K<0.1%+18,334NewHolders