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BALDWIN WEALTH PARTNERS LLC/MA → LLOBF
BALDWIN WEALTH PARTNERS LLC/MA LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
7
Latest value
$104K
Q3 2026
Peak value
$118K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $101K |
| Q4 2025 | $118K |
| Q1 2026 | $107K |
| Q1 2026 | $14K |
| Q2 2026 | $16K |
| Q2 2026 | $117K |
| Q3 2026 | $104K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $104K | 18.6K | — | — |
| Q2 2026 | $117K | 20.1K | — | — |
| Q2 2026 | $16K | 2.8K | — | — |
| Q1 2026 | $14K | 2.8K | — | — |
| Q1 2026 | $107K | 21.3K | — | — |
| Q4 2025 | $118K | 22.2K | — | — |
| Q3 2025 | $101K | 22.2K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M