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Disclosery

Lee Financial Co: AGG position timeline

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

Lee Financial Co held 11,093 AGG 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 11,093 shares
    Change vs previous 13F +515 shares

    0.14% of the 13F portfolio, value $1,097,986.

    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 10,578 shares
    Change vs previous 13F +3,167 shares

    0.15% of the 13F portfolio, value $1,050,079.

    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 7,411 shares
    Change vs previous 13F +165 shares

    0.1% of the 13F portfolio, value $740,211.

    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 7,246 shares
    Change vs previous 13F -5,589 shares

    0.09% of the 13F portfolio, value $726,412.

    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 12,835 shares
    Change vs previous 13F +1,167 shares

    0.18% of the 13F portfolio, value $1,273,232.

    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 11,668 shares
    Change vs previous 13F +5,847 shares

    0.18% of the 13F portfolio, value $1,154,199.

    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 5,821 shares
    Change vs previous 13F +2,150 shares

    0.08% of the 13F portfolio, value $564,055.

    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 3,671 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $371,763.

    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).