Back to LLOBF
Legacy Wealth Asset Management, LLC → LLOBF
Legacy Wealth Asset Management, LLC LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
5
Latest value
$950K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $823K |
| Q4 2025 | $931K |
| Q1 2026 | $875K |
| Q2 2026 | $1M |
| Q3 2026 | $950K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $950K | 168.8K | — | — |
| Q2 2026 | $1M | 172.6K | — | — |
| Q1 2026 | $875K | 174.0K | — | — |
| Q4 2025 | $931K | 175.6K | — | — |
| Q3 2025 | $823K | 181.3K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M