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Disclosery

Lee Financial Co: BLK position timeline

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

Lee Financial Co held 1,324 BLK 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 1,324 shares
    Change vs previous 13F -5 shares

    0.16% of the 13F portfolio, value $1,273,106.

    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 1,329 shares
    Change vs previous 13F -7 shares

    0.18% of the 13F portfolio, value $1,278,114.

    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 1,336 shares
    Change vs previous 13F -215 shares

    0.19% of the 13F portfolio, value $1,429,976.

    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 1,551 shares
    Change vs previous 13F +47 shares

    0.23% of the 13F portfolio, value $1,808,265.

    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 1,504 shares
    Change vs previous 13F +140 shares

    0.23% of the 13F portfolio, value $1,578,072.

    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 1,364 shares
    Change vs previous 13F -320 shares

    0.2% of the 13F portfolio, value $1,291,000.

    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 1,684 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,726,286.

    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).