Back to LLOBF

Meriwether Wealth & Planning, LLC → LLOBF

Meriwether Wealth & Planning, LLC LLOBF Position History

Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25

Quarters held
5
Latest value
$140K
Q3 2026
Peak value
$165K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$165K
Q4 2025$157K
Q1 2026$132K
Q2 2026$153K
Q3 2026$140K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$140K24.8K——
Q2 2026$153K26.2K——
Q1 2026$132K26.2K——
Q4 2025$157K29.6K——
Q3 2025$165K36.3K——

Other funds holding LLOBF

Other Meriwether Wealth & Planning, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$24.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.4M
Meriwether Wealth & Planning, LLC LLOBF Holdings: 13F Position History | Track13F