Back to LLOBF
Intergy Private Wealth, LLC → LLOBF
Intergy Private Wealth, LLC LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
4
Latest value
$92K
Q3 2026
Peak value
$94K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $78K |
| Q1 2026 | $81K |
| Q2 2026 | $94K |
| Q3 2026 | $92K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $92K | 16.3K | — | — |
| Q2 2026 | $94K | 16.2K | — | — |
| Q1 2026 | $81K | 16.1K | — | — |
| Q4 2025 | $78K | 14.7K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M