Back to LLOBF
Unique Wealth Strategies, LLC → LLOBF
Unique Wealth Strategies, LLC LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
9
Latest value
$117K
Q3 2026
Peak value
$117K
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $86K |
| Q4 2024 | $77K |
| Q1 2025 | $105K |
| Q2 2025 | $117K |
| Q3 2025 | $89K |
| Q4 2025 | $107K |
| Q1 2026 | $102K |
| Q2 2026 | $117K |
| Q3 2026 | $117K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $117K | 20.1K | — | — |
| Q2 2026 | $117K | 20.1K | — | — |
| Q1 2026 | $102K | 20.3K | — | — |
| Q4 2025 | $107K | 20.3K | — | — |
| Q3 2025 | $89K | 19.6K | — | — |
| Q2 2025 | $117K | 27.5K | — | — |
| Q1 2025 | $105K | 27.5K | — | — |
| Q4 2024 | $77K | 28.3K | — | — |
| Q3 2024 | $86K | 27.5K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M