Position in LYG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$59,623
-$1,091,155 QoQ
Shares Held
10,227
-95.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#474
of 608 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Koss-Olinger Consulting, LLC holds $1,264,212 across 5 Banks - Regional names. LYG ranks #5 (4.7% of the industry book) .
All Filings in LYG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,623 | 10,227 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,150,778 | 228,783 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,226,112 | 231,342 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,378,988 | 303,742 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,292,199 | 304,047 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,174,069 | 307,348 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $273,648 | 100,606 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $63,245 | 20,271 | Shares | Sole | 2024-10-21 | |
| 2023-06-30 | $151,434 | 68,834 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $129,725 | 55,916 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||