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Disclosery

Lee Financial Co: BR position timeline

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

Lee Financial Co held 5,325 BR 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 5,325 shares
    Change vs previous 13F -3,288 shares

    0.09% of the 13F portfolio, value $730,069.

    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 8,613 shares
    Change vs previous 13F +1,167 shares

    0.2% of the 13F portfolio, value $1,400,774.

    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 7,446 shares
    Change vs previous 13F -896 shares

    0.22% of the 13F portfolio, value $1,662,864.

    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 8,342 shares
    Change vs previous 13F -64 shares

    0.25% of the 13F portfolio, value $1,987,975.

    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 8,406 shares
    Change vs previous 13F +790 shares

    0.29% of the 13F portfolio, value $2,044,025.

    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 7,616 shares
    Change vs previous 13F -819 shares

    0.28% of the 13F portfolio, value $1,847,677.

    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 8,435 shares
    Change vs previous 13F -125 shares

    0.27% of the 13F portfolio, value $1,908,188.

    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 8,560 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,841,644.

    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).