Back to LLOBF
Curated Wealth Partners LLC → LLOBF
Curated Wealth Partners LLC LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
7
Latest value
$115K
Q3 2026
Peak value
$119K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $113K |
| Q1 2026 | $102K |
| Q1 2026 | $5K |
| Q2 2026 | $6K |
| Q2 2026 | $119K |
| Q3 2026 | $6K |
| Q3 2026 | $115K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $115K | 20.4K | — | — |
| Q3 2026 | $6K | 998 | — | — |
| Q2 2026 | $119K | 20.4K | — | — |
| Q2 2026 | $6K | 998 | — | — |
| Q1 2026 | $5K | 998 | — | — |
| Q1 2026 | $102K | 20.4K | — | — |
| Q4 2025 | $113K | 21.4K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M