Brio Consultants »

Lloyds TSB shares owned by Brio Consultants

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Brio Consultants from 13F filings

Historical chart of Brio Consultants investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Brio Consultants consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lloyds TSB by Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $82k 18k 4.54
2025-06-30 $75k 18k 4.25
2025-03-31 $78k 20k 3.82
2024-12-31 $46k 17k 2.72
2024-09-30 $40k 13k 3.12

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)

View all positions for Brio Consultants

Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
Goldman Sachs Group
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Northern Trust
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Millennium Management
Envestnet Asset Management
American Century Companies
UBS Group
First Eagle Investment Management

View all funds holding Lloyds TSB