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Disclosery

Lee Financial Co: ACWI position timeline

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

Lee Financial Co held 41,299 ACWI 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 41,299 shares
    Change vs previous 13F +437 shares

    0.83% of the 13F portfolio, value $6,482,692.

    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 40,862 shares
    Change vs previous 13F -483 shares

    0.8% of the 13F portfolio, value $5,654,055.

    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 41,345 shares
    Change vs previous 13F -1,225 shares

    0.79% of the 13F portfolio, value $5,849,884.

    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 42,570 shares
    Change vs previous 13F +760 shares

    0.74% of the 13F portfolio, value $5,884,944.

    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 41,810 shares
    Change vs previous 13F +742 shares

    0.77% of the 13F portfolio, value $5,376,829.

    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 41,068 shares
    Change vs previous 13F +584 shares

    0.73% of the 13F portfolio, value $4,779,914.

    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 40,484 shares
    Change vs previous 13F -162 shares

    0.67% of the 13F portfolio, value $4,756,880.

    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 40,646 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,859,184.

    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).