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Lee Financial Co: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee Financial Co on AAPL, newest first. How the timeline and the estimate are built.

Lee Financial Co held 64,574 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,574 shares
    Change vs previous 13F -585 shares

    2.39% of the 13F portfolio, value $18,685,206.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 65,159 shares
    Change vs previous 13F -1,596 shares

    2.33% of the 13F portfolio, value $16,536,716.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,755 shares
    Change vs previous 13F -48,244 shares

    2.45% of the 13F portfolio, value $18,147,937.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 114,999 shares
    Change vs previous 13F +45,714 shares

    3.67% of the 13F portfolio, value $29,282,116.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 69,285 shares
    Change vs previous 13F -773 shares

    2.04% of the 13F portfolio, value $14,215,150.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,058 shares
    Change vs previous 13F -46,780 shares

    2.38% of the 13F portfolio, value $15,562,059.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 116,838 shares
    Change vs previous 13F -4,228 shares

    4.11% of the 13F portfolio, value $29,258,521.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 121,066 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $28,208,348.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).