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Lloyds TSB shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $59k 10k 5.83

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
American Centy Etf Tr Ava Mid Equ Etf (AVMC)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Freedom 100 Em (FRDM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Wisdomtree Tr Em Ex St-owned (XSOE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding Lloyds TSB

FMR
Mondrian Investment Partners
Jpmorgan Chase & Co
Goldman Sachs Group
WCM Investment Management
Morgan Stanley
Northern Trust
Fisher Investments
Bnp Paribas Arbitrage, Snc
CIBC Bancorp USA
Dimensional Fund Advisors
Envestnet Asset Management
American Century Companies
Jane Street
Optiver Holding B.V.

View all funds holding Lloyds TSB