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Disclosery

Lee Financial Co: AVGO position timeline

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

Lee Financial Co held 10,286 AVGO 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 10,286 shares
    Change vs previous 13F -2,665 shares

    0.5% of the 13F portfolio, value $3,885,537.

    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 12,951 shares
    Change vs previous 13F -1,835 shares

    0.57% of the 13F portfolio, value $4,008,465.

    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 14,786 shares
    Change vs previous 13F -2,948 shares

    0.69% of the 13F portfolio, value $5,117,436.

    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 17,734 shares
    Change vs previous 13F -5,715 shares

    0.73% of the 13F portfolio, value $5,850,776.

    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 23,449 shares
    Change vs previous 13F +1,466 shares

    0.93% of the 13F portfolio, value $6,463,718.

    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 21,983 shares
    Change vs previous 13F -2,837 shares

    0.56% of the 13F portfolio, value $3,680,615.

    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 24,820 shares
    Change vs previous 13F -295 shares

    0.81% of the 13F portfolio, value $5,754,282.

    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 25,115 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,332,338.

    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).