Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
LYG holding history
Lloyds Banking Group plc in every 13F filed by Meriwether Wealth & Planning, 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)
- 26,246
- Value
- $153.0K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 26,246 | $153.0K | 0.1% | +20.0% | Added | Holders |
| Q1 2026 | 26,244 | $132.0K | 0.1% | −3,370−11.4% | Reduced | Holders |
| Q4 2025 | 29,614 | $157.0K | 0.1% | −6,714−18.5% | Reduced | Holders |
| Q3 2025 | 36,328 | $164.9K | 0.1% | −1,604−4.2% | Reduced | Holders |
| Q2 2025 | 37,932 | $161.2K | 0.1% | −17,347−31.4% | Reduced | Holders |
| Q1 2025 | 55,279 | $211.2K | 0.1% | +4,116+8.0% | Added | Holders |
| Q4 2024 | 51,163 | $139.2K | 0.1% | – | No prior filing | Holders |